WINTRUST INVESTMENTS 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
WINTRUST INVESTMENTS LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$684
-3.5%
5,951
+2.9%
0.07%
+1.4%
Q2 2023$709
-99.7%
5,783
+189.2%
0.07%
+153.6%
Q3 2022$223,000
-12.5%
2,000
-7.0%
0.03%
-6.7%
Q2 2022$255,000
-0.4%
2,150
+7.5%
0.03%
+20.0%
Q1 2022$256,000
+4.5%
2,000
+5.3%
0.02%
+8.7%
Q4 2021$245,000
+9.9%
1,9000.0%0.02%
-23.3%
Q3 2021$223,000
+7.7%
1,900
+8.6%
0.03%
+42.9%
Q1 2021$207,000
-10.4%
1,750
-18.6%
0.02%
-34.4%
Q4 2019$231,000
+4.5%
2,1500.0%0.03%
-3.0%
Q3 2019$221,000
-1.8%
2,150
-6.5%
0.03%
-10.8%
Q3 2018$225,000
-0.9%
2,299
-6.1%
0.04%
-5.1%
Q2 2018$227,000
+1.8%
2,4490.0%0.04%
-31.6%
Q1 2018$223,000
-14.2%
2,449
-10.9%
0.06%
-6.6%
Q4 2017$260,000
-15.0%
2,749
-17.9%
0.06%
-20.8%
Q3 2017$306,000
-12.8%
3,349
-15.2%
0.08%
-17.2%
Q2 2017$351,000
-6.6%
3,949
-7.4%
0.09%
-13.1%
Q1 2017$376,000
-45.8%
4,264
-47.4%
0.11%
-63.0%
Q4 2016$694,000
+5.0%
8,114
+3.5%
0.29%
-5.6%
Q3 2016$661,000
+1686.5%
7,839
+3.3%
0.31%
+319.2%
Q2 2016$37,0007,5890.07%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders