TRUSTMARK NATIONAL BANK TRUST DEPARTMENT - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$483,502
-6.2%
4,2040.0%0.05%0.0%
Q2 2023$515,326
-0.9%
4,2040.0%0.05%
+2.1%
Q1 2023$520,077
-35.2%
4,204
-34.5%
0.05%
-36.5%
Q4 2022$802,831
+12.3%
6,4170.0%0.07%
+7.2%
Q3 2022$715,000
-6.2%
6,4170.0%0.07%
+1.5%
Q2 2022$762,000
-2.1%
6,417
+5.7%
0.07%
+9.7%
Q1 2022$778,000
+16.6%
6,070
+17.5%
0.06%
+21.6%
Q4 2021$667,000
-0.6%
5,165
-9.4%
0.05%
-5.6%
Q3 2021$671,000
-3.7%
5,7040.0%0.05%
-1.8%
Q2 2021$697,000
+246.8%
5,704
+234.7%
0.06%
+223.5%
Q1 2021$201,000
-1.0%
1,704
-9.8%
0.02%
-10.5%
Q4 2019$203,000
+256.1%
1,889
+232.0%
0.02%
+216.7%
Q2 2019$57,000
-28.8%
569
-29.7%
0.01%
-25.0%
Q1 2019$80,000
+11.1%
8090.0%0.01%0.0%
Q4 2018$72,000
-8.9%
8090.0%0.01%0.0%
Q3 2018$79,000
-67.6%
809
-74.1%
0.01%
-75.0%
Q1 2015$244,000
-0.8%
3,1180.0%0.03%
-5.9%
Q4 2014$246,000
+5.1%
3,1180.0%0.03%
+3.0%
Q3 2014$234,000
-4.1%
3,118
-2.2%
0.03%
+17.9%
Q2 2014$244,000
-6.2%
3,188
-9.6%
0.03%
-6.7%
Q1 2014$260,000
-0.8%
3,528
-2.2%
0.03%
-3.2%
Q4 2013$262,000
+6.1%
3,608
+0.6%
0.03%0.0%
Q3 2013$247,000
-3.1%
3,586
-7.1%
0.03%
-6.1%
Q2 2013$255,0003,8610.03%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2019
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,785,183$142,565,00024.82%
Silversage Advisors 157,501$12,578,00018.38%
Stratford Consulting, LLC 338,583$27,039,00012.34%
O'Dell Group, LLC 219,326$17,515,00011.39%
SIMON QUICK ADVISORS, LLC 372,729$29,766,00011.04%
MARINO, STRAM & ASSOCIATES LLC 177,396$14,167,00010.92%
Jackson, Grant Investment Advisers, Inc. 171,447$13,692,00010.10%
Wolff Financial Management LLC 167,242$13,356,00010.08%
Essex Private Wealth Management, LLC 95,394$7,618,0009.94%
One Charles Private Wealth Services, LLC 142,887$11,411,0009.42%
View complete list of SPDR SERIES TRUST shareholders