Pathstone Holdings, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 328 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$5,054,013
-7.4%
69,290
-3.5%
0.02%
-8.0%
Q1 2024$5,457,180
+3.6%
71,8050.0%0.02%
-10.7%
Q4 2023$5,269,05171,8050.03%
Other shareholders
SPDR SER TR shareholders Q2 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