DFPG INVESTMENTS, 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
DFPG INVESTMENTS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$729,942
-64.5%
11,718
-59.1%
0.07%
-63.2%
Q2 2023$2,054,013
+15.2%
28,631
+6.1%
0.18%
-3.6%
Q1 2023$1,783,169
+5.6%
26,985
+9.9%
0.19%
-30.9%
Q4 2022$1,689,30724,5610.28%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Pacific Financial 320,064$20,942,00013.06%
NorthRock Partners, LLC 959,498$62,780,0005.71%
FAS Wealth Partners, Inc. 635,844$41,603,0004.33%
Retirement Group, LLC 134,404$8,794,0003.99%
Lutz Financial Services LLC 399,997$26,172,0003.87%
KWB Wealth 303,699$19,871,0003.80%
ERn Financial, LLC 138,258$9,046,0003.50%
Total Wealth Planning, LLC 116,266$7,607,0003.23%
McAdam, LLC 343,747$22,491,0003.17%
Harborview Advisors, LLC 72,169$4,722,0002.85%
View complete list of SPDR SER TR shareholders