Essex Financial Services, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 328 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$230,112
-2.0%
3,0900.0%0.02%
-22.7%
Q1 2024$234,840
+3.6%
3,0900.0%0.02%
-4.3%
Q4 2023$226,744
+13.1%
3,0900.0%0.02%0.0%
Q3 2023$200,417
-5.7%
3,0900.0%0.02%
-4.2%
Q2 2023$212,5303,0900.02%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 296,267$15,204,00012.38%
FAS Wealth Partners, Inc. 579,908$29,761,0005.39%
Total Wealth Planning, LLC 150,924$7,745,0004.40%
Krilogy Financial LLC 430,778$22,108,0003.99%
Pensionmark Financial Group, LLC 178,858$9,179,0003.93%
Clarus Wealth Advisors 101,114$5,189,0003.79%
Harborview Advisors, LLC 91,446$4,693,0003.78%
McAdam, LLC 260,396$13,364,0003.64%
Centerpoint Advisors, LLC 83,062$4,263,0003.39%
WALLER FINANCIAL PLANNING GROUP, INC 120,572$6,320,0003.35%
View complete list of SPDR SER TR shareholders