EPG Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 171 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$60,809
-3.5%
0
-100.0%
0.01%
-6.7%
Q1 2024$63,021
+8.3%
829
+0.4%
0.02%0.0%
Q4 2023$58,218
+9.1%
826
+0.4%
0.02%
-6.2%
Q3 2023$53,357
-5.3%
823
+0.5%
0.02%
-5.9%
Q2 2023$56,335
+4.6%
819
+0.5%
0.02%0.0%
Q1 2023$53,857
+2.5%
815
+0.4%
0.02%
-15.0%
Q4 2022$52,552
+11.8%
812
+0.5%
0.02%
+5.3%
Q3 2022$47,000
-16.1%
808
+1.1%
0.02%0.0%
Q1 2022$56,000
-1.8%
799
+0.4%
0.02%
-5.0%
Q4 2021$57,000
+9.6%
796
+0.5%
0.02%
-4.8%
Q3 2021$52,000
+15.6%
792
-38.2%
0.02%
-36.4%
Q1 2020$45,0001,2810.03%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 274,113$13,810,0009.08%
FAS Wealth Partners, Inc. 551,928$27,803,0005.43%
SCHRODERS IS Ltd 1,616,790$81,445,0004.40%
Krilogy Financial LLC 410,769$20,693,0004.38%
Clarus Wealth Advisors 107,824$5,432,0004.06%
Total Wealth Planning, LLC 130,503$6,574,0004.06%
Harborview Advisors, LLC 86,757$4,370,0003.79%
Centerpoint Advisors, LLC 84,866$4,275,0003.63%
McAdam, LLC 208,017$10,479,0003.48%
WALLER FINANCIAL PLANNING GROUP, INC 111,870$5,901,0003.41%
View complete list of SPDR SER TR shareholders