Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$717
+32.5%
11
-99.9%
0.00%
-100.0%
Q4 2022$541
-99.9%
8,366
-32.1%
0.03%
+30.4%
Q1 2022$867,00012,3190.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 320,562$21,231,00011.25%
D. SCOTT NEAL, INC. 214,385$14,199,0006.00%
NorthRock Partners, LLC 943,201$63,396,0005.18%
Retirement Group, LLC 143,782$9,523,0004.38%
FAS Wealth Partners, Inc. 690,607$45,739,0004.28%
Tradewinds Capital Management, LLC 371,784$24,623,0004.18%
KWB Wealth 331,354$21,946,0003.90%
Lutz Financial Services LLC 448,280$29,690,0003.86%
Harborview Advisors, LLC 74,629$4,943,0002.77%
Total Wealth Planning, LLC 106,154$7,031,0002.55%
View complete list of SPDR SER TR shareholders