IHT Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$5,909,102
-40.9%
81,013
-38.4%
0.22%
-45.1%
Q1 2024$9,992,458
+5.3%
131,480
+1.7%
0.40%
-5.2%
Q4 2023$9,485,859
+9.9%
129,270
-2.9%
0.42%
-3.4%
Q3 2023$8,630,875
+714.3%
133,069
+763.5%
0.44%
+696.4%
Q2 2023$1,059,902
+6.5%
15,410
+2.3%
0.06%
-3.5%
Q1 2023$995,166
-96.8%
15,060
-96.8%
0.06%
-97.0%
Q4 2022$30,634,661
+2547.8%
473,341
+2264.8%
1.92%
+2087.5%
Q3 2022$1,157,000
+44.8%
20,016
+51.5%
0.09%
+25.7%
Q2 2022$799,000
-96.8%
13,208
-96.3%
0.07%
-96.3%
Q1 2022$25,037,000
+503.6%
355,735
+509.8%
1.90%
+520.3%
Q4 2021$4,148,000
-65.6%
58,336
-67.9%
0.31%
-68.8%
Q3 2021$12,047,000
-16.4%
181,891
-14.8%
0.98%
+7.3%
Q2 2021$14,408,000
+6.1%
213,383
+2.8%
0.91%
-6.4%
Q1 2021$13,582,000
+1832.0%
207,584
+1538.0%
0.98%
+1584.5%
Q4 2020$703,000
+38.9%
12,673
+8.8%
0.06%
+13.7%
Q3 2020$506,000
+68.1%
11,651
+64.8%
0.05%
+24.4%
Q2 2020$301,0007,0710.04%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 274,113$13,810,0009.08%
FAS Wealth Partners, Inc. 551,928$27,803,0005.43%
SCHRODERS IS Ltd 1,616,790$81,445,0004.40%
Krilogy Financial LLC 410,769$20,693,0004.38%
Clarus Wealth Advisors 107,824$5,432,0004.06%
Total Wealth Planning, LLC 130,503$6,574,0004.06%
Harborview Advisors, LLC 86,757$4,370,0003.79%
Centerpoint Advisors, LLC 84,866$4,275,0003.63%
McAdam, LLC 208,017$10,479,0003.48%
WALLER FINANCIAL PLANNING GROUP, INC 111,870$5,901,0003.41%
View complete list of SPDR SER TR shareholders