ProVise Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2023
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders