B. Riley Wealth Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$360,385
+10.7%
5,212
+14.7%
0.01%
+42.9%
Q2 2023$325,667
-0.2%
4,545
-4.7%
0.01%
-22.2%
Q1 2023$326,350
+5.1%
4,768
+0.3%
0.01%0.0%
Q4 2022$310,584
+3.2%
4,753
+17.7%
0.01%
-10.0%
Q1 2022$301,000
-33.3%
4,037
-26.8%
0.01%
-23.1%
Q4 2021$451,000
+14.5%
5,518
+6.2%
0.01%0.0%
Q3 2021$394,000
+20.5%
5,198
+23.7%
0.01%
+18.2%
Q2 2021$327,000
-25.3%
4,202
-27.8%
0.01%
-26.7%
Q1 2021$438,000
-91.1%
5,820
-91.8%
0.02%
-94.3%
Q4 2020$4,930,000
+1376.0%
71,094
+1126.4%
0.26%
+1366.7%
Q3 2020$334,000
-94.8%
5,797
-95.1%
0.02%
-95.8%
Q2 2020$6,392,000
+342.4%
118,815
+949.3%
0.43%
+50.9%
Q3 2016$1,445,000
+1.7%
11,323
-1.9%
0.28%
-0.7%
Q2 2016$1,421,000
+3.6%
11,543
-0.1%
0.28%
-10.1%
Q1 2016$1,371,000
+0.6%
11,560
-0.0%
0.32%
+14.9%
Q4 2015$1,363,000
+5.9%
11,565
+4.3%
0.28%
-10.7%
Q3 2015$1,287,000
+2.5%
11,085
+10.7%
0.31%
-1.0%
Q2 2015$1,255,0000.0%10,015
+0.9%
0.31%
+2.0%
Q1 2015$1,255,000
+10.1%
9,925
+3.2%
0.31%
+1175.0%
Q4 2014$1,140,000
-37.9%
9,615
-40.9%
0.02%
-91.4%
Q3 2014$1,836,000
-99.7%
16,280
+37.4%
0.28%
+72.2%
Q2 2014$688,050,000
+133761.9%
11,850
+162.7%
0.16%
+4.5%
Q1 2014$514,000
+67.4%
4,510
+64.6%
0.16%
+58.2%
Q4 2013$307,000
+27.4%
2,740
+17.6%
0.10%
+19.5%
Q3 2013$241,0002,3300.08%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Clarus Wealth Advisors 129,053$9,453,0006.28%
CHARTIST INC /CA/ 26,090$10,955,766,0005.72%
McAdam, LLC 393,635$28,834,0004.41%
FAS Wealth Partners, Inc. 464,415$32,198,0003.66%
NorthRock Partners, LLC 523,640$36,304,0003.58%
SHAKESPEARE WEALTH MANAGEMENT, INC. 113,757$7,887,0003.44%
Harborview Advisors, LLC 56,200$3,896,0002.61%
QUEST CAPITAL MANAGEMENT INC /ADV 155,420$10,775,0002.52%
Pinkerton Retirement Specialists, LLC 140,201$9,720,0002.33%
SIGNET FINANCIAL MANAGEMENT, LLC 162,813$11,288,0002.28%
View complete list of SPDR SER TR shareholders