Acorn Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Acorn Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$277,296
-5.4%
4,275
+0.3%
0.18%
-8.0%
Q2 2023$293,252
+4.1%
4,2640.0%0.20%
-3.8%
Q1 2023$281,754
+2.5%
4,264
+0.2%
0.21%
-1.4%
Q4 2022$275,000
+4.6%
4,254
-6.4%
0.21%
-2.3%
Q3 2022$263,000
+2.7%
4,545
+7.5%
0.22%
+6.9%
Q2 2022$256,000
-13.5%
4,226
+0.4%
0.20%
-1.0%
Q1 2022$296,000
+8.4%
4,211
+9.8%
0.20%
+17.9%
Q4 2021$273,000
+7.9%
3,834
+0.4%
0.17%
-2.3%
Q3 2021$253,000
-1.9%
3,819
-0.1%
0.18%
-0.6%
Q2 2021$258,000
+2.8%
3,822
-0.5%
0.18%
-1.1%
Q1 2021$251,000
+17.8%
3,8400.0%0.18%
+7.1%
Q4 2020$213,000
-1.4%
3,840
-4.0%
0.17%
-7.7%
Q4 2019$216,000
+2.4%
3,998
+0.5%
0.18%
+0.6%
Q3 2019$211,000
-32.2%
3,977
-32.7%
0.18%
-35.6%
Q1 2019$311,000
+16.9%
5,911
+3.9%
0.28%
+2.9%
Q4 2018$266,000
-16.1%
5,690
-10.8%
0.27%
-12.8%
Q3 2018$317,000
+20.5%
6,379
+26.3%
0.31%
+39.7%
Q2 2018$263,000
+9.6%
5,049
+112.1%
0.22%
+7.7%
Q1 2018$240,000
-8.4%
2,380
-5.7%
0.21%
-13.0%
Q4 2017$262,0002,5230.24%
Other shareholders
SPDR SER TR shareholders Q3 2021
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