Executive Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Executive Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,085,569
+159.8%
88,018
+178.9%
0.63%
+148.0%
Q1 2022$2,342,000
-27.3%
31,561
-20.2%
0.25%
-20.9%
Q4 2021$3,223,000
+6.1%
39,538
-1.6%
0.32%
-4.2%
Q3 2021$3,038,000
+0.9%
40,161
+3.4%
0.34%
+1.5%
Q2 2021$3,011,000
-50.9%
38,846
-52.5%
0.33%
-54.2%
Q1 2021$6,136,000
+46.4%
81,697
+35.1%
0.72%
+39.8%
Q4 2020$4,191,000
+81.1%
60,453
+49.9%
0.52%
+60.9%
Q3 2020$2,314,000
-47.8%
40,330
-51.1%
0.32%
-52.0%
Q2 2020$4,436,000
+64.5%
82,472
+31.0%
0.67%
+39.2%
Q1 2020$2,696,000
-70.7%
62,966
-60.9%
0.48%
-61.9%
Q4 2019$9,191,000
+1.8%
160,997
-4.2%
1.26%
-8.1%
Q3 2019$9,032,000
-1.2%
168,140
-0.1%
1.37%
+5.9%
Q2 2019$9,138,000
+228350.0%
168,346
+191202.3%
1.29%
+129200.0%
Q4 2018$4,000880.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 68,370$25,664,731,00015.66%
Centerpoint Advisors, LLC 151,844$8,669,0006.38%
McAdam, LLC 385,675$22,018,0005.32%
FAS Wealth Partners, Inc. 533,182$30,439,0005.12%
Pensionmark Financial Group, LLC 160,358$9,155,0003.57%
Harborview Advisors, LLC 78,601$4,487,0003.44%
WALLER FINANCIAL PLANNING GROUP, INC 118,424$6,761,0003.39%
Krilogy Financial LLC 356,126$20,331,0003.34%
Total Wealth Planning, LLC 96,990$5,537,0002.95%
Financial Strategies Group, Inc. 59,487$3,396,0002.74%
View complete list of SPDR SER TR shareholders