WJ Wealth Management, 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
WJ Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$208,000
-28.8%
2,925
-33.2%
0.12%
-36.1%
Q3 2021$292,000
-24.2%
4,380
-23.2%
0.19%
-83.7%
Q2 2021$385,000
+2.4%
5,705
-0.6%
1.19%
+2.1%
Q1 2021$376,0005,7401.17%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 320,064$20,942,00013.06%
NorthRock Partners, LLC 959,498$62,780,0005.71%
FAS Wealth Partners, Inc. 635,844$41,603,0004.33%
Retirement Group, LLC 134,404$8,794,0003.99%
Lutz Financial Services LLC 399,997$26,172,0003.87%
KWB Wealth 303,699$19,871,0003.80%
ERn Financial, LLC 138,258$9,046,0003.50%
Total Wealth Planning, LLC 116,266$7,607,0003.23%
McAdam, LLC 343,747$22,491,0003.17%
Harborview Advisors, LLC 72,169$4,722,0002.85%
View complete list of SPDR SER TR shareholders