Creative Planning - 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
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,977,684
+16.0%
43,068
+20.2%
0.00%
+33.3%
Q2 2023$2,567,043
+8.3%
35,828
+3.4%
0.00%0.0%
Q1 2023$2,370,613
-20.7%
34,638
-24.3%
0.00%
-25.0%
Q4 2022$2,990,031
+38.7%
45,761
+28.1%
0.00%0.0%
Q3 2022$2,155,000
+8.5%
35,712
+9.6%
0.00%
+33.3%
Q2 2022$1,986,000
-19.1%
32,571
-1.6%
0.00%
-25.0%
Q1 2022$2,455,000
+154.9%
33,091
+180.1%
0.00%
+100.0%
Q4 2021$963,000
+13.3%
11,812
+5.1%
0.00%0.0%
Q3 2021$850,000
+6.9%
11,242
+9.6%
0.00%
+100.0%
Q2 2021$795,000
-21.2%
10,259
-23.7%
0.00%
-50.0%
Q1 2021$1,009,000
+5.9%
13,439
-2.2%
0.00%0.0%
Q4 2020$953,000
+27.4%
13,739
+5.5%
0.00%0.0%
Q3 2020$748,000
+169.1%
13,028
+151.8%
0.00%
+100.0%
Q2 2020$278,000
+1.8%
5,173
-18.9%
0.00%0.0%
Q1 2020$273,000
-34.4%
6,375
-12.4%
0.00%0.0%
Q4 2019$416,000
+17.5%
7,280
+10.5%
0.00%0.0%
Q3 2019$354,000
+18.4%
6,586
+19.5%
0.00%0.0%
Q2 2019$299,000
+6.8%
5,511
+3.6%
0.00%0.0%
Q1 2019$280,000
+8.5%
5,320
-5.3%
0.00%0.0%
Q4 2018$258,000
-25.0%
5,619
-8.7%
0.00%0.0%
Q3 2018$344,000
+17.4%
6,155
+13.6%
0.00%0.0%
Q2 2018$293,000
+15.8%
5,420
+237.3%
0.00%0.0%
Q1 2018$253,000
+13.5%
1,607
+12.3%
0.00%0.0%
Q4 2017$223,000
+32.7%
1,431
+21.9%
0.00%0.0%
Q2 2017$168,000
+38.8%
1,174
+35.4%
0.00%0.0%
Q1 2017$121,000
+5.2%
8670.0%0.00%0.0%
Q4 2016$115,000
+3.6%
8670.0%0.00%0.0%
Q3 2016$111,000
+3.7%
8670.0%0.00%0.0%
Q2 2016$107,000
-7.8%
867
-11.6%
0.00%0.0%
Q1 2016$116,0000.0%9810.0%0.00%0.0%
Q4 2015$116,000
-4.9%
981
-6.7%
0.00%0.0%
Q3 2015$122,000
-8.3%
1,0510.0%0.00%0.0%
Q1 2015$133,000
+6.4%
1,0510.0%0.00%0.0%
Q4 2014$125,000
+5.0%
1,0510.0%0.00%0.0%
Q3 2014$119,000
-2.5%
1,0510.0%0.00%
-50.0%
Q2 2014$122,000
-31.1%
1,051
-32.2%
0.00%
-33.3%
Q1 2014$177,000
+50.0%
1,551
+47.6%
0.00%
+50.0%
Q4 2013$118,000
+8.3%
1,0510.0%0.00%0.0%
Q3 2013$109,000
+7.9%
1,0510.0%0.00%0.0%
Q2 2013$101,0001,0510.00%
Other shareholders
SPDR SER TR shareholders Q3 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