Foundations Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$583,252
-5.0%
8,436
-1.6%
0.02%
-10.0%
Q2 2023$613,997
-74.6%
8,569
-75.8%
0.02%
-77.0%
Q1 2023$2,419,973
+8.6%
35,359
+3.7%
0.09%
-2.2%
Q4 2022$2,227,639
-1.3%
34,093
+8.8%
0.09%
+2.3%
Q1 2022$2,257,000
-5.1%
31,345
+3.4%
0.09%
-3.3%
Q4 2021$2,378,00030,3240.09%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 26,432$13,683,095,0005.88%
Clarus Wealth Advisors 130,082$10,200,0005.87%
ETFIDEA, LLC 123,422$10,062,5964.04%
NorthRock Partners, LLC 618,558$50,431,0003.78%
FAS Wealth Partners, Inc. 500,850$40,834,0003.75%
SHAKESPEARE WEALTH MANAGEMENT, INC. 118,424$9,655,0003.45%
Total Wealth Planning, LLC 87,567$4,602,0002.84%
McAdam, LLC 346,338$28,237,0002.78%
KWB Wealth 178,909$14,586,0002.42%
Diligent Investors, LLC 98,146$8,002,0002.24%
View complete list of SPDR SER TR shareholders