Retirement Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,142,450
-3.5%
140,957
+2.3%
3.81%
-3.4%
Q2 2023$9,472,728
+103824.6%
137,725
-0.2%
3.94%
-5.2%
Q1 2023$9,115
+4.4%
137,944
+2.3%
4.16%
-1.7%
Q4 2022$8,730
-99.9%
134,881
+24.3%
4.23%
-15.8%
Q3 2022$6,276,000
-45.0%
108,537
-42.5%
5.03%
+6.3%
Q2 2022$11,411,000
-9.8%
188,619
+5.0%
4.73%
-3.2%
Q1 2022$12,644,000
+13.6%
179,650
+14.8%
4.88%
+0.5%
Q4 2021$11,128,000
+16.9%
156,508
+8.9%
4.86%
+10.9%
Q3 2021$9,523,000
+1.2%
143,782
+3.2%
4.38%
-3.3%
Q2 2021$9,408,000
+7.0%
139,335
+3.7%
4.53%
+13.4%
Q1 2021$8,794,000
+28.9%
134,404
+9.4%
3.99%
+27.4%
Q4 2020$6,824,000
+35.2%
122,867
+5.6%
3.13%
+10.6%
Q3 2020$5,049,000
+1.7%
116,353
-0.1%
2.83%
-8.0%
Q2 2020$4,966,000
-13.5%
116,497
+11.2%
3.08%
-17.5%
Q4 2019$5,739,000104,7553.73%
Other shareholders
SPDR SER TR shareholders Q4 2020
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