Bogart Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$231,633
+11.9%
3,5790.0%0.02%
-5.9%
Q3 2022$207,0003,5790.02%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Pacific Financial 307,141$18,582,0008.73%
NorthRock Partners, LLC 765,544$46,315,0004.81%
Retirement Group, LLC 188,619$11,411,0004.73%
FAS Wealth Partners, Inc. 666,439$40,320,0004.24%
Lutz Financial Services LLC 490,173$29,655,0003.93%
Clarus Wealth Advisors 80,670$4,908,0003.46%
Scarborough Advisors, LLC 156,433$9,464,0003.23%
KWB Wealth 245,635$14,861,0002.86%
ARQ WEALTH ADVISORS, LLC 60,027$3,632,0002.60%
ERn Financial, LLC 172,108$10,413,0002.54%
View complete list of SPDR SER TR shareholders