Portside Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 299 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Portside Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$622,032
-79.8%
8,528
-79.0%
0.12%
-79.1%
Q1 2024$3,080,742
+9.6%
40,536
+5.8%
0.57%
+8.8%
Q4 2023$2,810,679
+18.5%
38,303
+4.5%
0.52%
+17.5%
Q3 2023$2,372,000
-2.9%
36,652
+3.2%
0.45%
-1.8%
Q2 2023$2,443,90035,5320.45%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 274,113$13,810,0009.08%
FAS Wealth Partners, Inc. 551,928$27,803,0005.43%
SCHRODERS IS Ltd 1,616,790$81,445,0004.40%
Krilogy Financial LLC 410,769$20,693,0004.38%
Clarus Wealth Advisors 107,824$5,432,0004.06%
Total Wealth Planning, LLC 130,503$6,574,0004.06%
Harborview Advisors, LLC 86,757$4,370,0003.79%
Centerpoint Advisors, LLC 84,866$4,275,0003.63%
McAdam, LLC 208,017$10,479,0003.48%
WALLER FINANCIAL PLANNING GROUP, INC 111,870$5,901,0003.41%
View complete list of SPDR SER TR shareholders