FirstPurpose Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FirstPurpose Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$430,436
-3.4%
6,636
+2.4%
0.19%
-2.6%
Q2 2023$445,610
+21.2%
6,479
+16.5%
0.19%
+5.5%
Q1 2023$367,543
+16.1%
5,562
+13.7%
0.18%
+2.3%
Q4 2022$316,522
+27.6%
4,891
+14.0%
0.18%
+8.6%
Q3 2022$248,0004,2890.16%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Pacific Financial 320,064$20,942,00013.06%
NorthRock Partners, LLC 959,498$62,780,0005.71%
FAS Wealth Partners, Inc. 635,844$41,603,0004.33%
Retirement Group, LLC 134,404$8,794,0003.99%
Lutz Financial Services LLC 399,997$26,172,0003.87%
KWB Wealth 303,699$19,871,0003.80%
ERn Financial, LLC 138,258$9,046,0003.50%
Total Wealth Planning, LLC 116,266$7,607,0003.23%
McAdam, LLC 343,747$22,491,0003.17%
Harborview Advisors, LLC 72,169$4,722,0002.85%
View complete list of SPDR SER TR shareholders