Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$359,980
-0.2%
5,550
+5.8%
0.01%
+20.0%
Q2 2023$360,723
-4.1%
5,245
-7.9%
0.01%
-16.7%
Q1 2023$376,159
+15.2%
5,692
+12.8%
0.01%0.0%
Q4 2022$326,496
+10783.2%
5,045
+7319.1%
0.01%
Q3 2020$3,0000.0%680.0%0.00%
Q2 2020$3,000
+50.0%
680.0%0.00%
Q1 2020$2,000
-77.8%
68
-62.2%
0.00%
Q4 2019$9,0000.0%1800.0%0.00%
Q3 2019$9,0000.0%1800.0%0.00%
Q2 2019$9,000
-96.3%
180
-96.7%
0.00%
-100.0%
Q4 2018$242,000
+1513.3%
5,472
+1926.7%
0.01%
+1100.0%
Q3 2018$15,000
+7.1%
2700.0%0.00%0.0%
Q2 2018$14,000
+7.7%
270
+100.0%
0.00%0.0%
Q1 2018$13,000
-43.5%
135
-41.8%
0.00%
-50.0%
Q4 2017$23,0002320.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
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