Kapstone Financial Advisors LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kapstone Financial Advisors LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$458,085
-9.0%
3,9830.0%0.41%
-1.0%
Q2 2023$503,411
-0.7%
3,983
-2.4%
0.42%
-8.8%
Q1 2023$506,823
-6.1%
4,0830.0%0.46%
-6.9%
Q4 2022$539,6914,0830.49%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,858,029$187,438,00027.28%
Stratford Consulting, LLC 347,992$35,105,00012.40%
O'Dell Group, LLC 198,843$20,059,00012.16%
Wolff Financial Management LLC 145,042$14,632,00011.26%
MARINO, STRAM & ASSOCIATES LLC 148,967$15,028,00011.01%
Jackson, Grant Investment Advisers, Inc. 182,221$18,382,00010.71%
Spectrum Asset Management, Inc. (NB/CA) 153,317$15,467,0009.71%
Osbon Capital Management LLC 75,156$7,582,0008.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 101,866$10,276,0007.64%
CRA Financial Services, LLC 122,399$12,348,0007.42%
View complete list of SPDR SERIES TRUST shareholders