Cypress Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 130 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$292,389
-8.7%
4,508
-0.7%
0.08%
-3.6%
Q2 2023$320,292
+4.1%
4,538
-2.6%
0.08%
-6.7%
Q1 2023$307,801
+1.3%
4,658
-0.7%
0.09%
-8.2%
Q4 2022$303,731
+6.6%
4,693
-2.5%
0.10%
+1.0%
Q3 2022$285,000
-2.4%
4,811
-0.4%
0.10%
+4.3%
Q2 2022$292,000
-14.4%
4,831
-0.3%
0.09%0.0%
Q1 2022$341,000
-1.2%
4,8460.0%0.09%
-1.1%
Q4 2021$345,000
+3.0%
4,846
-4.2%
0.09%
-6.0%
Q3 2021$335,000
-1.8%
5,0560.0%0.10%
+7.5%
Q2 2021$341,000
-1.7%
5,056
-4.7%
0.09%
+27.4%
Q1 2021$347,000
+2.7%
5,306
-12.9%
0.07%
-2.7%
Q4 2020$338,000
+10.5%
6,094
-13.5%
0.08%
-3.8%
Q3 2020$306,000
-14.5%
7,045
-16.1%
0.08%
-8.2%
Q2 2020$358,000
+18.2%
8,394
-2.4%
0.08%
-4.5%
Q1 2020$303,000
-48.3%
8,602
-19.5%
0.09%
-39.9%
Q4 2019$586,000
+2.4%
10,690
-4.0%
0.15%
-5.7%
Q3 2019$572,000
-21.4%
11,139
-21.4%
0.16%
-25.2%
Q2 2019$728,000
+1.4%
14,163
-0.7%
0.21%
-7.5%
Q1 2019$718,000
+13.1%
14,261
-0.4%
0.23%
-9.9%
Q4 2018$635,000
-23.5%
14,320
-7.2%
0.25%
-15.2%
Q3 2018$830,000
+3.0%
15,439
-0.3%
0.30%
-2.9%
Q2 2018$806,000
+0.9%
15,488
+92.9%
0.31%
-10.3%
Q1 2018$799,000
-8.9%
8,029
-5.9%
0.34%
-6.3%
Q4 2017$877,0008,5290.36%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders