ProVise Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2021
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 26,432$13,683,095,0005.88%
Clarus Wealth Advisors 130,082$10,200,0005.87%
ETFIDEA, LLC 123,422$10,062,5964.04%
NorthRock Partners, LLC 618,558$50,431,0003.78%
FAS Wealth Partners, Inc. 500,850$40,834,0003.75%
Shakespeare Wealth Management, LLC 118,424$9,655,0003.45%
Total Wealth Planning, LLC 87,567$4,602,0002.84%
McAdam, LLC 346,338$28,237,0002.78%
KWB Wealth 178,909$14,586,0002.42%
Diligent Investors, LLC 98,146$8,002,0002.24%
View complete list of SPDR SER TR shareholders