BALANCED WEALTH GROUP LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 343 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BALANCED WEALTH GROUP LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$9,244,730
+8.2%
247,887
+5.8%
4.20%
+10.5%
Q1 2024$8,545,470
+178.4%
234,401
+460.4%
3.81%
+138.7%
Q4 2023$3,069,21841,8261.60%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 151,241$11,031,5048.36%
First Pacific Financial 359,076$26,191,0006.73%
Private Wealth Management Group, LLC 143,793$10,488,2624.54%
Lutz Financial Services LLC 676,075$49,312,9424.30%
BALANCED WEALTH GROUP LLC 247,887$9,244,7304.20%
NorthRock Partners, LLC 538,705$39,293,1083.52%
FAS Wealth Partners, Inc. 555,667$40,530,3213.50%
CANANDAIGUA NATIONAL BANK & TRUST CO 356,080$25,972,4752.81%
ERn Financial, LLC 432,994$31,582,5702.62%
CAPITAL WEALTH MANAGEMENT, LLC 69,678$5,082,3132.33%
View complete list of SPDR SER TR shareholders