J.P. Morgan Private Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$994,482
-14.3%
14,384
-11.2%
0.00%
-50.0%
Q2 2023$1,160,933
-5.4%
16,203
-9.6%
0.01%
+100.0%
Q1 2023$1,227,266
+3.5%
17,932
-1.2%
0.00%0.0%
Q4 2022$1,185,725
-3.4%
18,147
-10.8%
0.00%0.0%
Q3 2022$1,228,000
-5.3%
20,347
-4.4%
0.00%0.0%
Q2 2022$1,297,000
-39.2%
21,274
-25.9%
0.00%
-40.0%
Q1 2022$2,132,000
-11.6%
28,723
-2.9%
0.01%0.0%
Q4 2021$2,413,000
+9.2%
29,596
+1.4%
0.01%0.0%
Q3 2021$2,209,000
-0.1%
29,194
+2.3%
0.01%
-16.7%
Q2 2021$2,212,000
+14.3%
28,535
+10.7%
0.01%0.0%
Q1 2021$1,936,000
+5.1%
25,773
-3.0%
0.01%0.0%
Q4 2020$1,842,000
+82.2%
26,566
+50.8%
0.01%
+50.0%
Q3 2020$1,011,000
+339.6%
17,617
+311.6%
0.00%
+300.0%
Q2 2020$230,0004,2800.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 62,824$14,411,0008.28%
CABOT WEALTH MANAGEMENT INC 12,251$1,269,0000.38%
Courage Miller Partners, LLC 2,909$301,0000.25%
CONDOR CAPITAL MANAGEMENT 5,762$597,0000.20%
Freedom Investment Management, Inc. 4,857$503,0000.14%
B. Riley Wealth Advisors, Inc. 2,330$241,0000.08%
NEW ENGLAND SECURITIES CORP /MA/ 1,411$146,0000.07%
LPL Financial LLC 92,202$9,665,0000.06%
Cambridge Investment Research Advisors, Inc. 12,888$1,335,0000.06%
ASPIRIANT, LLC 2,589$268,0000.05%
View complete list of SPDR SER TR shareholders