Foster Victor Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 246 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$862,143
+2.7%
9,667
-2.2%
0.07%
-6.5%
Q1 2024$839,178
+5.4%
9,880
-7.4%
0.08%
-4.9%
Q4 2023$795,874
-9.3%
10,669
-17.2%
0.08%
-20.6%
Q3 2023$877,494
-7.9%
12,878
-3.7%
0.10%
-3.8%
Q2 2023$952,416
+2.6%
13,377
-2.9%
0.11%
-6.2%
Q1 2023$928,254
-4.3%
13,772
-5.9%
0.11%
-8.1%
Q4 2022$969,661
+3.4%
14,630
+0.0%
0.12%
-10.2%
Q3 2022$938,000
-1.4%
14,624
-5.4%
0.14%
-3.5%
Q2 2022$951,000
-25.9%
15,454
-13.1%
0.14%
-19.3%
Q1 2022$1,284,000
-7.9%
17,777
+0.0%
0.18%
-7.4%
Q4 2021$1,394,000
+3.6%
17,7740.0%0.19%
-11.6%
Q3 2021$1,345,000
-2.9%
17,774
-0.5%
0.22%
-6.9%
Q2 2021$1,385,000
+0.6%
17,868
+0.0%
0.23%
-9.8%
Q1 2021$1,377,000
+3.5%
17,865
-6.9%
0.26%
-15.5%
Q4 2020$1,331,000
+18.5%
19,195
-1.9%
0.30%
-0.7%
Q3 2020$1,123,000
+1.8%
19,563
-4.6%
0.30%
-16.7%
Q2 2020$1,103,000
+20.7%
20,511
+0.0%
0.37%
-8.7%
Q1 2020$914,000
+73.1%
20,506
+121.8%
0.40%
+75.1%
Q4 2019$528,000
+8.0%
9,245
+0.0%
0.23%
-15.8%
Q3 2019$489,000
-3.6%
9,242
-0.7%
0.27%
-26.9%
Q2 2019$507,000
-6.1%
9,303
-9.4%
0.37%
-11.6%
Q1 2019$540,000
-2.5%
10,270
-15.0%
0.42%
-19.3%
Q4 2018$554,00012,0830.52%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 60,728$15,669,0007.66%
Tradewinds Capital Management, LLC 17,650$2,056,0001.56%
Courage Miller Partners, LLC 7,143$832,0000.61%
Asset Management Group, Inc. 6,565$765,0000.41%
CABOT WEALTH MANAGEMENT INC 9,453$1,101,0000.28%
B. Riley Wealth Advisors, Inc. 11,850$688,050,0000.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,665$310,476,0000.15%
CONDOR CAPITAL MANAGEMENT 4,610$537,0000.15%
Avidian Wealth Solutions, LLC 2,259$263,0000.10%
Freedom Investment Management, Inc. 4,337$505,0000.08%
View complete list of SPDR SER TR shareholders