Compass Wealth Management LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.6%.

Quarter-by-quarter ownership
Compass Wealth Management LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2023$66,235
+8.7%
5300.0%0.02%
-5.3%
Q3 2023$60,956
-6.2%
5300.0%0.02%
-5.0%
Q2 2023$64,968
-0.9%
5300.0%0.02%
-4.8%
Q1 2023$65,567
-1.1%
5300.0%0.02%
-4.5%
Q4 2022$66,3085300.02%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders