IVC Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$233,970
-3.5%
3,3840.0%0.16%
+1.3%
Q2 2023$242,464
-6.0%
3,384
-10.2%
0.15%
-15.8%
Q1 2023$257,813
+0.5%
3,767
-4.1%
0.18%
-3.2%
Q4 2022$256,656
+8.3%
3,9280.0%0.19%
-1.0%
Q3 2022$237,000
-11.9%
3,928
-11.0%
0.19%
-8.2%
Q2 2022$269,000
-30.7%
4,412
-15.6%
0.21%
-18.4%
Q1 2022$388,000
-10.2%
5,225
-1.5%
0.26%
-8.3%
Q4 2021$432,000
-4.6%
5,303
-11.5%
0.28%
-10.9%
Q3 2021$453,000
-2.8%
5,990
-0.3%
0.31%
-4.9%
Q2 2021$466,000
-2.9%
6,011
-5.9%
0.33%
-13.2%
Q1 2021$480,000
-29.3%
6,388
-34.8%
0.38%
-41.7%
Q4 2020$679,0009,7990.65%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders