ProVise Management Group, LLC - 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$226,000
-8.9%
3,0410.0%0.02%
-4.5%
Q4 2021$248,000
+6.0%
3,041
-1.8%
0.02%
-4.3%
Q3 2021$234,000
-2.9%
3,096
-0.4%
0.02%
-8.0%
Q2 2021$241,000
+3.4%
3,1070.0%0.02%0.0%
Q1 2021$233,000
+6.9%
3,107
-1.2%
0.02%0.0%
Q4 2020$218,000
-87.9%
3,145
-80.4%
0.02%
-94.6%
Q4 2013$1,795,00016,0410.46%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Foresight Wealth Management, LLC 5,805$379,3105.43%
Parcion Private Wealth LLC 549,334$35,893,4763.89%
ETFIDEA, LLC 122,521$8,005,5223.70%
Shakespeare Wealth Management, LLC 146,363$9,563,3393.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,136$2,9493.39%
FIRST NATIONAL TRUST CO 975,455$63,736,2293.37%
NorthRock Partners, LLC 442,465$28,910,6493.29%
FAS Wealth Partners, Inc. 429,001$28,030,9063.18%
McAdam, LLC 346,338$28,2372.78%
DENVER WEALTH MANAGEMENT, INC. 55,054$3,597,0002.69%
View complete list of SPDR SER TR shareholders