ProVise Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 32 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$203,077
-3.3%
3,131
+2.5%
0.02%0.0%
Q2 2023$210,054
-90.7%
3,054
-88.9%
0.02%
-96.1%
Q3 2014$2,260,000
-4.7%
27,529
+0.2%
0.49%
-4.5%
Q2 2014$2,371,000
+452.7%
27,482
+370.7%
0.51%
+321.3%
Q3 2013$429,0005,8390.12%
Other shareholders
SPDR SER TR shareholders Q3 2014
NameSharesValueWeighting ↓
First Pacific Financial 320,562$21,231,00011.25%
D. SCOTT NEAL, INC. 214,385$14,199,0006.00%
NorthRock Partners, LLC 943,201$63,396,0005.18%
Retirement Group, LLC 143,782$9,523,0004.38%
FAS Wealth Partners, Inc. 690,607$45,739,0004.28%
Tradewinds Capital Management, LLC 371,784$24,623,0004.18%
KWB Wealth 331,354$21,946,0003.90%
Lutz Financial Services LLC 448,280$29,690,0003.86%
Harborview Advisors, LLC 74,629$4,943,0002.77%
Total Wealth Planning, LLC 106,154$7,031,0002.55%
View complete list of SPDR SER TR shareholders