Selective Wealth Management, Inc. - 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
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$38,000
-5.0%
6650.0%0.02%
+14.3%
Q2 2022$40,000
-14.9%
6650.0%0.01%
-17.6%
Q1 2022$47,0000.0%6650.0%0.02%
-10.5%
Q4 2021$47,000
+6.8%
6650.0%0.02%
-17.4%
Q3 2021$44,000
-2.2%
6650.0%0.02%
-36.1%
Q2 2021$45,000
+2.3%
6650.0%0.04%
-10.0%
Q1 2021$44,000
+18.9%
6650.0%0.04%
+66.7%
Q4 2020$37,000
+2.8%
665
-20.6%
0.02%
-14.3%
Q3 2020$36,000
-16.3%
838
-16.5%
0.03%
-22.2%
Q2 2020$43,0001,0030.04%
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