WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV - SPDR SERIES TRUST ownership

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SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

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Quarter-by-quarter ownership
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$244,741
-28.8%
2,128
-24.1%
0.10%
-24.6%
Q2 2023$343,592
-0.9%
2,8030.0%0.13%
-4.5%
Q1 2023$346,759
-1.1%
2,8030.0%0.13%
-4.3%
Q4 2022$350,683
+12.0%
2,8030.0%0.14%
+3.8%
Q3 2022$313,000
-6.0%
2,8030.0%0.13%
+0.8%
Q2 2022$333,000
-7.2%
2,8030.0%0.13%
+8.2%
Q1 2022$359,000
-0.8%
2,8030.0%0.12%
+3.4%
Q4 2021$362,000
+10.0%
2,8030.0%0.12%
+5.4%
Q3 2021$329,000
-4.1%
2,8030.0%0.11%
-5.1%
Q2 2021$343,000
+3.6%
2,8030.0%0.12%
+0.9%
Q1 2021$331,000
+11.4%
2,8030.0%0.12%
+9.3%
Q4 2020$297,000
-8.3%
2,803
-20.0%
0.11%
-16.4%
Q3 2020$324,000
+7.3%
3,503
+5.8%
0.13%
+4.9%
Q2 2020$302,000
-62.9%
3,311
-69.0%
0.12%
-62.2%
Q1 2020$814,000
+295.1%
10,696
+459.7%
0.32%
+308.9%
Q4 2019$206,000–1,911–0.08%–
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Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,281,035$282,186,87720.28%
Hyperion Partners, LLC 153,830$19,030,28317.10%
Legacy Financial Group LLC 477,095$59,021,45716.16%
O'Dell Group, LLC 280,357$34,682,96911.18%
Elk River Wealth Management, LLC 380,393$47,059,11010.68%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 73,682$9,115,12910.10%
MARINO, STRAM & ASSOCIATES LLC 263,486$32,595,8939.84%
Jackson, Grant Investment Advisers, Inc. 159,437$19,723,9099.27%
Smart Money Group LLC 147,699$18,457,9679.26%
Wolff Financial Management LLC 198,871$24,6028.57%
View complete list of SPDR SERIES TRUST shareholders