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

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$215,421
-24.9%
3,260
-19.9%
0.00%
-100.0%
Q1 2022$287,000
+13.0%
4,072
+13.8%
0.00%0.0%
Q4 2021$254,000
+10.4%
3,579
+3.1%
0.00%0.0%
Q3 2021$230,0003,4710.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
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