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%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ALESCO ADVISORS LLC | 636,808 | $41,303,350 | 1.60% |
Asset Dedication, LLC | 283,638 | $18,396 | 1.57% |
KWB Wealth | 136,253 | $9,371,458 | 1.50% |
Total Wealth Planning, LLC | 109,776 | $7,120,049 | 1.46% |
McAdam, LLC | 248,635 | $16,126,436 | 1.32% |
FIRST NATIONAL TRUST CO | 419,220 | $27,190,609 | 1.30% |
Prestige Wealth Management Group LLC | 74,175 | $4,810,985 | 1.19% |
WALLER FINANCIAL PLANNING GROUP, INC | 62,539 | $4,056,280 | 1.18% |
Marotta Asset Management | 75,543 | $4,899,720 | 1.13% |
IAG Wealth Partners, LLC | 61,842 | $4,011,044 | 1.12% |
LTG Capital LLC | 15,304 | $992,617 | 1.05% |
D. SCOTT NEAL, INC. | 18,583 | $1,205,294 | 1.03% |
GHP Investment Advisors, Inc. | 256,927 | $16,160,705 | 0.98% |
Annapolis Financial Services, LLC | 52,020 | $3,374,017 | 0.97% |
STEVENS CAPITAL PARTNERS | 18,695 | $1,212,541 | 0.97% |
TOWNSQUARE CAPITAL LLC | 729,680 | $47,327,053 | 0.86% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,994,909 | $259,109,809 | 0.85% |
BENJAMIN EDWARDS INC | 53,315 | $3,458 | 0.82% |
Omega Financial Group, LLC | 25,454 | $1,650,924 | 0.81% |
HFG Advisors, Inc. | 11,159 | $723,764 | 0.79% |
External links
This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.