Iron Horse Wealth Management, 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
Iron Horse Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$131,796
-7.6%
2,032
-2.0%
0.06%
-7.1%
Q2 2023$142,650
-12.3%
2,074
-15.8%
0.07%
-13.6%
Q1 2023$162,689
+102220.1%
2,4620.0%0.08%
-5.8%
Q4 2022$159
-99.2%
2,462
+582.0%
0.09%
+186.7%
Q3 2022$21,000
-88.1%
361
-87.7%
0.03%
-70.3%
Q2 2022$177,000
-14.1%
2,931
-0.1%
0.10%
-10.6%
Q1 2022$206,000
-1.4%
2,934
-0.3%
0.11%
-3.4%
Q4 2021$209,000
+7.2%
2,942
-0.1%
0.12%
-3.3%
Q3 2021$195,000
-8.0%
2,944
-6.5%
0.12%
-13.6%
Q2 2021$212,000
-3.2%
3,147
-6.1%
0.14%
-14.6%
Q1 2021$219,000
+12.9%
3,353
-4.3%
0.16%
+5.8%
Q4 2020$194,0003,5030.16%
Other shareholders
SPDR SER TR shareholders Q3 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