Foster Victor Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Foster Victor Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
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 Q3 2021
NameSharesValueWeighting ↓
Clarus Wealth Advisors 129,053$9,453,0006.28%
CHARTIST INC /CA/ 26,090$10,955,766,0005.72%
McAdam, LLC 393,635$28,834,0004.41%
FAS Wealth Partners, Inc. 464,415$32,198,0003.66%
NorthRock Partners, LLC 523,640$36,304,0003.58%
SHAKESPEARE WEALTH MANAGEMENT, INC. 113,757$7,887,0003.44%
Harborview Advisors, LLC 56,200$3,896,0002.61%
QUEST CAPITAL MANAGEMENT INC /ADV 155,420$10,775,0002.52%
Pinkerton Retirement Specialists, LLC 140,201$9,720,0002.33%
SIGNET FINANCIAL MANAGEMENT, LLC 162,813$11,288,0002.28%
View complete list of SPDR SER TR shareholders