Clear Perspective Advisors, LLC - 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
Clear Perspective Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$282,000
+7.2%
3,9640.0%0.09%
-4.4%
Q3 2021$263,000
-1.9%
3,9640.0%0.09%
-3.2%
Q2 2021$268,000
+370.2%
3,964
+255.2%
0.09%
+257.7%
Q3 2019$57,0000.0%1,1160.0%0.03%
-29.7%
Q2 2019$57,0001,1160.04%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 320,064$20,942,00013.06%
NorthRock Partners, LLC 959,498$62,780,0005.71%
FAS Wealth Partners, Inc. 635,844$41,603,0004.33%
Retirement Group, LLC 134,404$8,794,0003.99%
Lutz Financial Services LLC 399,997$26,172,0003.87%
KWB Wealth 303,699$19,871,0003.80%
ERn Financial, LLC 138,258$9,046,0003.50%
Total Wealth Planning, LLC 116,266$7,607,0003.23%
McAdam, LLC 343,747$22,491,0003.17%
Harborview Advisors, LLC 72,169$4,722,0002.85%
View complete list of SPDR SER TR shareholders