CABOT WEALTH MANAGEMENT INC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$224
-0.4%
3,269
-5.0%
0.04%
-7.9%
Q4 2022$225
-99.9%
3,440
-1.7%
0.04%
+5.6%
Q3 2022$211,000
-5.8%
3,498
-4.6%
0.04%0.0%
Q2 2022$224,000
-2.6%
3,667
+18.5%
0.04%
+16.1%
Q1 2022$230,000
+10.0%
3,095
+129.8%
0.03%
-31.1%
Q4 2017$209,000
-40.3%
1,347
-45.0%
0.04%
-44.4%
Q2 2017$350,000
-36.0%
2,447
-37.7%
0.08%
-40.0%
Q1 2017$547,000
-26.6%
3,930
-29.9%
0.14%
-33.2%
Q4 2016$745,000
-3.2%
5,604
-7.2%
0.20%
+2.0%
Q3 2016$770,000
-6.8%
6,037
-10.1%
0.20%
-8.8%
Q2 2016$826,000
-0.8%
6,715
-4.4%
0.22%
-6.5%
Q1 2016$833,000
-7.0%
7,024
-7.7%
0.23%
+1.3%
Q4 2015$896,000
+0.8%
7,611
-0.6%
0.23%
-6.5%
Q3 2015$889,000
-11.5%
7,658
-4.5%
0.24%
+0.4%
Q2 2015$1,005,000
-1.9%
8,022
-0.9%
0.24%
-2.0%
Q1 2015$1,024,000
+2.1%
8,096
-4.4%
0.25%
+0.4%
Q4 2014$1,003,000
+4.5%
8,466
-0.5%
0.25%
+0.8%
Q3 2014$960,000
-12.8%
8,512
-10.0%
0.25%
-11.2%
Q2 2014$1,101,000
+0.1%
9,453
-2.1%
0.28%
-4.2%
Q1 2014$1,100,000
-4.0%
9,653
-5.7%
0.29%
-3.7%
Q4 2013$1,146,000
-9.7%
10,238
-16.4%
0.30%
-21.1%
Q3 2013$1,269,000
-3.1%
12,251
-9.8%
0.38%
-15.7%
Q2 2013$1,310,00013,5880.45%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders