Collaborative Wealth Managment Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$599,000
+10.9%
9,899
+30.4%
0.39%
+32.8%
Q4 2021$540,000
-8.3%
7,594
-9.3%
0.30%
-12.9%
Q1 2021$589,0008,3730.34%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 862,586$58,242,00014.99%
First Pacific Financial 313,674$21,179,00011.69%
NorthRock Partners, LLC 950,681$64,190,0005.36%
Tradewinds Capital Management, LLC 373,626$25,227,0004.62%
SIGNET FINANCIAL MANAGEMENT, LLC 196,921$13,296,0004.56%
Retirement Group, LLC 139,335$9,408,0004.53%
FAS Wealth Partners, Inc. 684,060$46,188,0004.33%
Lutz Financial Services LLC 429,977$29,032,0003.86%
KWB Wealth 302,159$19,770,0003.79%
ERn Financial, LLC 140,615$9,494,0003.36%
View complete list of SPDR SER TR shareholders