Jackson, Grant Investment Advisers, 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
Jackson, Grant Investment Advisers, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$39,398
-5.3%
607
+0.3%
0.02%0.0%
Q2 2023$41,596
+4.6%
605
+0.5%
0.02%0.0%
Q1 2023$39,767
+2.5%
602
+0.3%
0.02%0.0%
Q4 2022$38,804
+14.1%
600
+0.5%
0.02%
+5.6%
Q3 2022$34,000
-5.6%
597
+0.7%
0.02%0.0%
Q2 2022$36,000
-14.3%
593
+0.5%
0.02%0.0%
Q1 2022$42,0000.0%590
+0.3%
0.02%
-14.3%
Q4 2021$42,000
+7.7%
588
+0.5%
0.02%
+23.5%
Q3 2021$39,0000.0%585
+0.3%
0.02%0.0%
Q2 2021$39,000
+2.6%
583
+0.5%
0.02%0.0%
Q1 2021$38,000
+18.8%
580
+0.5%
0.02%
+6.2%
Q4 2020$32,000
+28.0%
577
+0.3%
0.02%
+6.7%
Q3 2020$25,000
+4.2%
575
+0.3%
0.02%0.0%
Q2 2020$24,000
+20.0%
573
+0.7%
0.02%0.0%
Q1 2020$20,000
-35.5%
569
+0.9%
0.02%
-11.8%
Q4 2019$31,000
+6.9%
564
+0.5%
0.02%
+6.2%
Q3 2019$29,0000.0%561
+0.9%
0.02%
-5.9%
Q2 2019$29,000
+3.6%
5560.0%0.02%0.0%
Q1 2019$28,000
+16.7%
556
+1.1%
0.02%0.0%
Q4 2018$24,000
-17.2%
550
+0.4%
0.02%
-5.6%
Q3 2018$29,000
+7.4%
5480.0%0.02%
-5.3%
Q2 2018$27,0000.0%548
+100.7%
0.02%0.0%
Q1 2018$27,000
-3.6%
273
+0.7%
0.02%0.0%
Q4 2017$28,000
+3.7%
271
+1.1%
0.02%
-5.0%
Q3 2017$27,000
+3.8%
268
+0.4%
0.02%0.0%
Q2 2017$26,0000.0%267
+0.8%
0.02%
-4.8%
Q1 2017$26,000
+4.0%
265
+0.4%
0.02%0.0%
Q4 2016$25,000
+8.7%
264
+0.4%
0.02%
+10.5%
Q3 2016$23,000
+4.5%
263
+0.4%
0.02%0.0%
Q2 2016$22,000
+4.8%
262
+0.8%
0.02%0.0%
Q1 2016$21,000
+10.5%
260
+2.8%
0.02%
+5.6%
Q4 2015$19,0002530.02%
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