SAGE FINANCIAL GROUP INC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,269,357
-3.9%
81,242
+1.9%
0.58%
+0.7%
Q2 2023$5,485,825
+2.5%
79,759
-1.5%
0.58%
-4.3%
Q1 2023$5,351,621
+4.9%
80,987
+2.7%
0.61%
-2.6%
Q4 2022$5,103,431
+16.9%
78,854
+4.5%
0.62%
+4.0%
Q3 2022$4,365,000
-3.5%
75,492
+1.0%
0.60%0.0%
Q2 2022$4,523,000
-15.6%
74,759
-1.8%
0.60%
-4.2%
Q1 2022$5,358,000
+2.6%
76,134
+3.7%
0.62%
+12.2%
Q4 2021$5,221,000
+11.0%
73,432
+3.4%
0.56%
-3.8%
Q3 2021$4,704,000
-2.8%
71,031
-0.9%
0.58%
-3.0%
Q2 2021$4,841,000
-1.6%
71,700
-4.7%
0.60%
-7.7%
Q1 2021$4,921,000
+17.9%
75,2150.0%0.65%
+12.7%
Q4 2020$4,174,000
+27.0%
75,215
-0.7%
0.57%
+6.5%
Q3 2020$3,287,000
+17.1%
75,753
+15.0%
0.54%
+6.3%
Q2 2020$2,808,000
+83.2%
65,879
+51.5%
0.51%
+75.1%
Q1 2020$1,533,000
-15.1%
43,489
+32.0%
0.29%
+17.0%
Q4 2019$1,805,000
+1.0%
32,946
-5.4%
0.25%
-7.1%
Q3 2019$1,787,000
+4.7%
34,821
+4.8%
0.27%
+5.1%
Q2 2019$1,707,000
+79.9%
33,221
+76.4%
0.25%
+72.1%
Q1 2019$949,000
+17.5%
18,831
+3.4%
0.15%
+8.9%
Q4 2018$808,00018,2060.14%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 342,476$22,213,0239.90%
Michael S. Ryan, Inc. 163,254$9,969,8979.52%
Lutz Financial Services LLC 607,312$39,390,2574.29%
NorthRock Partners, LLC 630,470$40,892,2834.27%
Retirement Group, LLC 140,957$9,142,4503.81%
ABLE Financial Group, LLC 116,806$7,576,0543.78%
Cordatus Wealth Management LLC 58,163$3,7723.45%
FAS Wealth Partners, Inc. 491,461$31,876,1293.41%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,350$71,2392.74%
ERn Financial, LLC 193,153$12,527,9132.72%
View complete list of SPDR SER TR shareholders