Schneider Downs Wealth Management Advisors, LP - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 59 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$236,350
-5.7%
3,6440.0%0.06%
-3.5%
Q2 2023$250,634
+4.1%
3,6440.0%0.06%
+16.3%
Q1 2023$240,796
+2.1%
3,6440.0%0.05%
-5.8%
Q4 2022$235,840
+11.8%
3,6440.0%0.05%
-16.1%
Q3 2022$211,000
-8.3%
3,644
-4.3%
0.06%
-3.1%
Q2 2022$230,000
-14.2%
3,8060.0%0.06%
-5.9%
Q1 2022$268,000
-2.2%
3,806
-1.3%
0.07%
+4.6%
Q4 2021$274,000
+7.5%
3,8560.0%0.06%
-1.5%
Q3 2021$255,000
-1.9%
3,8560.0%0.07%
-1.5%
Q2 2021$260,000
+3.2%
3,8560.0%0.07%
+8.1%
Q1 2021$252,000
+17.8%
3,8560.0%0.06%
+3.3%
Q4 2020$214,000
-8.5%
3,856
-29.7%
0.06%
-25.0%
Q2 2020$234,000
-82.5%
5,486
-85.5%
0.08%
-83.7%
Q1 2020$1,336,000
-35.7%
37,891
-0.1%
0.49%
-21.0%
Q4 2019$2,077,000
+6.7%
37,911
-0.0%
0.62%
+2.5%
Q3 2019$1,946,000
-0.2%
37,919
-0.1%
0.60%
-11.0%
Q2 2019$1,949,000
+1.9%
37,9470.0%0.68%
-5.7%
Q1 2019$1,912,000
+12.5%
37,947
-0.9%
0.72%
-1.8%
Q4 2018$1,699,000
-20.0%
38,291
-3.1%
0.73%
-45.4%
Q3 2018$2,124,000
+1.4%
39,533
-1.8%
1.34%
-3.4%
Q2 2018$2,095,000
-48.7%
40,272
-2.0%
1.39%
+20.7%
Q1 2018$4,086,000
+79.7%
41,074
+85.8%
1.15%
-12.3%
Q4 2017$2,274,000
+4.0%
22,110
+0.1%
1.31%
-6.7%
Q3 2017$2,186,000
-6.1%
22,079
-8.7%
1.41%
-7.8%
Q2 2017$2,328,000
+1.8%
24,171
+1.9%
1.53%
-2.2%
Q1 2017$2,286,000
+4.9%
23,727
+2.3%
1.56%
+5.5%
Q4 2016$2,179,000
+5.7%
23,191
-2.9%
1.48%
+11.0%
Q3 2016$2,062,000
+4.6%
23,875
+0.3%
1.34%
+0.4%
Q2 2016$1,971,000
+5.2%
23,815
+2.1%
1.33%
+1.8%
Q1 2016$1,874,000
-14.6%
23,325
-19.2%
1.31%
-48.6%
Q4 2015$2,194,00028,8622.54%
Other shareholders
SPDR SER TR shareholders Q3 2016
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 862,586$58,242,00014.99%
First Pacific Financial 313,674$21,179,00011.69%
NorthRock Partners, LLC 950,681$64,190,0005.36%
Tradewinds Capital Management, LLC 373,626$25,227,0004.62%
SIGNET FINANCIAL MANAGEMENT, LLC 196,921$13,296,0004.56%
Retirement Group, LLC 139,335$9,408,0004.53%
FAS Wealth Partners, Inc. 684,060$46,188,0004.33%
Lutz Financial Services LLC 429,977$29,032,0003.86%
KWB Wealth 302,159$19,770,0003.79%
ERn Financial, LLC 140,615$9,494,0003.36%
View complete list of SPDR SER TR shareholders