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 ↓
First Pacific Financial 307,141$18,582,0008.73%
NorthRock Partners, LLC 765,544$46,315,0004.81%
Retirement Group, LLC 188,619$11,411,0004.73%
FAS Wealth Partners, Inc. 666,439$40,320,0004.24%
Lutz Financial Services LLC 490,173$29,655,0003.93%
Clarus Wealth Advisors 80,670$4,908,0003.46%
Scarborough Advisors, LLC 156,433$9,464,0003.23%
KWB Wealth 245,635$14,861,0002.86%
ARQ WEALTH ADVISORS, LLC 60,027$3,632,0002.60%
ERn Financial, LLC 172,108$10,413,0002.54%
View complete list of SPDR SER TR shareholders