SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,183
-5.3%
111
+0.9%
0.00%0.0%
Q2 2023$7,583
+4.6%
1100.0%0.00%0.0%
Q1 2023$7,249
+2.5%
110
+0.9%
0.00%0.0%
Q4 2022$7,072
+17.9%
1090.0%0.00%0.0%
Q3 2022$6,000
-14.3%
109
+0.9%
0.00%0.0%
Q2 2022$7,000
-12.5%
1080.0%0.00%0.0%
Q1 2022$8,0000.0%1080.0%0.00%0.0%
Q4 2021$8,000
+14.3%
108
+0.9%
0.00%0.0%
Q3 2021$7,0000.0%1070.0%0.00%0.0%
Q2 2021$7,000
+600.0%
107
+345.8%
0.00%
Q4 2020$1,0000.0%240.0%0.00%
Q3 2020$1,0000.0%240.0%0.00%
Q2 2020$1,0000.0%240.0%0.00%
Q1 2020$1,0000.0%240.0%0.00%
Q4 2019$1,0000.0%240.0%0.00%
Q3 2019$1,000240.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Pacific Financial 328,434$21,702,90510.05%
NorthRock Partners, LLC 681,477$45,031,9974.79%
Lutz Financial Services LLC 552,717$36,523,5534.17%
Retirement Group, LLC 137,944$9,1154.16%
KWB Wealth 299,065$19,355,5093.57%
FAS Wealth Partners, Inc. 494,394$32,669,5513.54%
ABLE Financial Group, LLC 80,731$5,334,7043.48%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,156,194$76,4013.20%
ARQ WEALTH ADVISORS, LLC 60,555$4,001,4952.94%
ERn Financial, LLC 190,059$12,559,1152.76%
View complete list of SPDR SER TR shareholders