Foresight Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 160 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$383,479
-87.8%
5,925
-89.1%
5.49%
+659.9%
Q3 2022$3,156,000
-8.1%
54,586
-3.8%
0.72%
+1.8%
Q2 2022$3,434,000
-14.3%
56,756
-0.4%
0.71%
-4.3%
Q1 2022$4,009,000
-2.3%
56,960
-1.3%
0.74%
+1300.0%
Q4 2021$4,103,000
+7.2%
57,714
-0.1%
0.05%
-93.1%
Q3 2021$3,826,000
+3.1%
57,771
+5.1%
0.77%
-6.6%
Q2 2021$3,710,000
+1.4%
54,944
-1.8%
0.82%
-11.4%
Q1 2021$3,659,000
+15.9%
55,929
-1.7%
0.93%
+10.9%
Q4 2020$3,157,000
+43.4%
56,886
+12.1%
0.84%
+13.6%
Q3 2020$2,201,000
+11.3%
50,728
+9.3%
0.74%
-18.3%
Q2 2020$1,978,000
-8.2%
46,407
-24.0%
0.90%
-39.2%
Q1 2020$2,154,000
-46.5%
61,080
-16.9%
1.48%
-40.2%
Q4 2019$4,028,000
+10.8%
73,530
+3.8%
2.48%
-5.3%
Q3 2019$3,635,000
+0.2%
70,824
+0.3%
2.62%
-4.3%
Q2 2019$3,626,000
+5.4%
70,577
+3.3%
2.74%
-8.2%
Q1 2019$3,440,000
+28.2%
68,297
+12.9%
2.99%
+4.8%
Q4 2018$2,683,00060,4712.85%
Other shareholders
SPDR SER TR shareholders Q2 2019
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