SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders