Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$871,635
+109.5%
13,439
+122.2%
0.02%
+114.3%
Q2 2023$416,057
+94030.5%
6,049
-9.6%
0.01%
-22.2%
Q1 2023$442
-8.7%
6,694
-10.6%
0.01%
-30.8%
Q4 2022$484
-99.9%
7,485
-21.5%
0.01%
-38.1%
Q1 2022$671,000
+47.5%
9,529
+48.8%
0.02%
+50.0%
Q4 2021$455,000
+44.0%
6,406
+34.5%
0.01%
+40.0%
Q3 2021$316,000
+18.4%
4,764
+20.3%
0.01%
+11.1%
Q2 2021$267,0003,9590.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
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