BALLAST ADVISORS LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BALLAST ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$34,441
-5.7%
5310.0%0.01%0.0%
Q2 2023$36,522
+4.1%
5310.0%0.01%0.0%
Q1 2023$35,088
+2.1%
5310.0%0.01%
-6.7%
Q4 2022$34,366
+10.9%
5310.0%0.02%
+7.1%
Q3 2022$31,000
-3.1%
5310.0%0.01%0.0%
Q2 2022$32,000
-13.5%
5310.0%0.01%0.0%
Q1 2022$37,000
-2.6%
5310.0%0.01%
-6.7%
Q4 2021$38,000
+8.6%
5310.0%0.02%0.0%
Q3 2021$35,000
-2.8%
5310.0%0.02%0.0%
Q2 2021$36,000
+2.9%
5310.0%0.02%
-6.2%
Q1 2021$35,000
+20.7%
5310.0%0.02%
+6.7%
Q4 2020$29,000
+26.1%
5310.0%0.02%
+7.1%
Q3 2020$23,0000.0%531
-2.0%
0.01%
-12.5%
Q2 2020$23,000
-96.8%
542
-97.4%
0.02%
-97.7%
Q1 2020$725,000
-37.3%
20,558
-2.7%
0.68%
-19.9%
Q4 2019$1,157,00021,1280.85%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 328,434$21,702,90510.05%
NorthRock Partners, LLC 681,477$45,031,9974.79%
Lutz Financial Services LLC 552,717$36,523,5534.17%
Retirement Group, LLC 137,944$9,1154.16%
KWB Wealth 299,065$19,355,5093.57%
FAS Wealth Partners, Inc. 494,394$32,669,5513.54%
ABLE Financial Group, LLC 80,731$5,334,7043.48%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,156,194$76,4013.20%
ARQ WEALTH ADVISORS, LLC 60,555$4,001,4952.94%
ERn Financial, LLC 190,059$12,559,1152.76%
View complete list of SPDR SER TR shareholders