DFPG INVESTMENTS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2023
NameSharesValueWeighting ↓
First Pacific Financial 307,141$18,582,0008.73%
NorthRock Partners, LLC 765,544$46,315,0004.81%
Retirement Group, LLC 188,619$11,411,0004.73%
FAS Wealth Partners, Inc. 666,439$40,320,0004.24%
Lutz Financial Services LLC 490,173$29,655,0003.93%
Clarus Wealth Advisors 80,670$4,908,0003.46%
Scarborough Advisors, LLC 156,433$9,464,0003.23%
KWB Wealth 245,635$14,861,0002.86%
ARQ WEALTH ADVISORS, LLC 60,027$3,632,0002.60%
ERn Financial, LLC 172,108$10,413,0002.54%
View complete list of SPDR SER TR shareholders