Marotta Asset Management - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$5,759,817
+17.6%
78,493
+3.9%
1.24%
+9.1%
Q3 2023$4,899,720
-5.9%
75,543
-0.2%
1.13%
-2.3%
Q2 2023$5,207,196
+1.9%
75,708
-4.1%
1.16%
-5.5%
Q4 2022$5,108,608
-99.9%
78,934
-3.4%
1.23%
-0.3%
Q3 2022$4,726,033,000
-6.0%
81,737
-0.4%
1.23%
-0.4%
Q2 2022$5,025,881,000
-15.1%
82,082
-2.4%
1.24%
-10.1%
Q1 2022$5,920,436,000
-6.0%
84,121
-5.0%
1.38%
-3.5%
Q4 2021$6,299,105,000
+1.9%
88,595
-5.0%
1.43%
-4.4%
Q3 2021$6,178,862,000
-0.9%
93,294
+2.0%
1.49%
-0.3%
Q2 2021$6,238,105,000
+1.0%
91,441
-2.0%
1.50%
-5.2%
Q1 2021$6,173,998,000
+0.8%
93,291
-15.5%
1.58%
-2.2%
Q4 2020$6,124,370,000
+13.5%
110,349
-11.3%
1.62%
-1.4%
Q3 2020$5,397,369,000
-9.2%
124,392
-10.8%
1.64%
-14.1%
Q2 2020$5,941,940,000
+50.6%
139,384
+17.1%
1.91%
+25.5%
Q1 2020$3,946,143,000
+18.5%
119,039
+89.6%
1.52%
+49.1%
Q4 2019$3,329,268,00062,7691.02%
Other shareholders
SPDR SER TR shareholders Q4 2023
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