Foundations Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$2,410,004
+5.9%
36,471
+3.7%
0.09%
-5.5%
Q4 2022$2,275,426
-8.0%
35,158
-1.9%
0.09%
-5.2%
Q1 2022$2,472,000
-2.3%
35,853
+1.8%
0.10%
+1.1%
Q4 2021$2,530,00035,2290.10%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 862,586$58,242,00014.99%
First Pacific Financial 313,674$21,179,00011.69%
NorthRock Partners, LLC 950,681$64,190,0005.36%
Tradewinds Capital Management, LLC 373,626$25,227,0004.62%
SIGNET FINANCIAL MANAGEMENT, LLC 196,921$13,296,0004.56%
Retirement Group, LLC 139,335$9,408,0004.53%
FAS Wealth Partners, Inc. 684,060$46,188,0004.33%
Lutz Financial Services LLC 429,977$29,032,0003.86%
KWB Wealth 302,159$19,770,0003.79%
ERn Financial, LLC 140,615$9,494,0003.36%
View complete list of SPDR SER TR shareholders