Freedom Investment Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,468,533
-10.1%
21,240
-6.8%
0.18%
-1.6%
Q2 2023$1,633,440
+6.0%
22,797
+1.2%
0.18%
+5.2%
Q1 2023$1,541,059
-3.0%
22,517
-7.4%
0.17%
-2.8%
Q4 2022$1,588,582
-99.9%
24,313
-5.4%
0.18%0.0%
Q3 2022$1,550,890,000
+0.0%
25,698
+1.0%
0.18%
+8.5%
Q2 2022$1,550,307,000
+65038.9%
25,432
-20.7%
0.16%
-22.5%
Q1 2022$2,380,000
-14.3%
32,067
-5.9%
0.21%
+4.4%
Q4 2021$2,778,000
+21.2%
34,067
+12.4%
0.20%
+16.6%
Q3 2021$2,293,000
-3.1%
30,313
-0.7%
0.18%
-0.6%
Q2 2021$2,366,000
-0.8%
30,517
-3.9%
0.18%
-4.9%
Q1 2021$2,384,000
+0.2%
31,740
-7.5%
0.18%
-29.1%
Q4 2020$2,379,000
+31.4%
34,318
+8.8%
0.26%
+32.5%
Q3 2020$1,811,000
-1.8%
31,554
-7.9%
0.20%
-2.0%
Q2 2020$1,844,000
-20.3%
34,277
-14.8%
0.20%
-1.5%
Q1 2020$2,313,000
+0.3%
40,239
-0.4%
0.20%
+0.5%
Q4 2019$2,306,000
+4.5%
40,388
-1.7%
0.20%
+5.7%
Q3 2019$2,206,000
+1.6%
41,067
+2.6%
0.19%
+5.5%
Q2 2019$2,172,000
+0.7%
40,023
-2.4%
0.18%
+5.2%
Q1 2019$2,156,000
+16.2%
41,022
+1.3%
0.17%
+20.1%
Q4 2018$1,856,000
-27.6%
40,485
-10.2%
0.14%
-10.6%
Q3 2018$2,563,000
+2.6%
45,102
-2.5%
0.16%
+7.3%
Q2 2018$2,498,000
-7.9%
46,251
+168.4%
0.15%
+8.7%
Q1 2018$2,713,000
+273.7%
17,234
+269.1%
0.14%
+273.0%
Q4 2017$726,000
-6.1%
4,669
-11.0%
0.04%
-11.9%
Q3 2017$773,000
+11.2%
5,245
+8.0%
0.04%
+5.0%
Q2 2017$695,000
-4.5%
4,857
-7.2%
0.04%
-4.8%
Q1 2017$728,000
+4.3%
5,235
-0.2%
0.04%
-4.5%
Q4 2016$698,000
+1.6%
5,248
-2.6%
0.04%0.0%
Q3 2016$687,000
-10.2%
5,388
-13.3%
0.04%
-15.4%
Q2 2016$765,000
+27.1%
6,217
+22.4%
0.05%
+18.2%
Q1 2016$602,000
-9.5%
5,081
-10.0%
0.04%
-12.0%
Q4 2015$665,000
+515.7%
5,643
-48.7%
0.05%
+354.5%
Q3 2015$108,000
-82.3%
11,008
+126.1%
0.01%
-82.5%
Q2 2015$610,000
+3.4%
4,868
+4.4%
0.06%
-3.1%
Q1 2015$590,000
+10.3%
4,665
+3.4%
0.06%
-5.8%
Q4 2014$535,000
+5.9%
4,510
+0.8%
0.07%
-22.5%
Q3 2014$505,0000.0%4,474
+3.2%
0.09%
+4.7%
Q2 2014$505,000
-2.3%
4,337
-4.4%
0.08%
-22.7%
Q1 2014$517,000
-2.6%
4,535
-4.5%
0.11%
-16.7%
Q4 2013$531,000
+5.6%
4,747
-2.3%
0.13%
-7.7%
Q3 2013$503,000
+16.2%
4,857
+8.2%
0.14%
-2.7%
Q2 2013$433,000
+11.3%
4,487
+10.1%
0.15%
+13.1%
Q1 2013$389,0004,0760.13%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 70,310$32,106,35319.04%
SFG Wealth Management, LLC. 86,272$5,964,8694.74%
Parcion Private Wealth LLC 588,843$40,712,6194.22%
SHAKESPEARE WEALTH MANAGEMENT, INC. 153,608$10,620,4613.72%
ETFIDEA, LLC 122,580$8,475,1813.60%
FIRST NATIONAL TRUST CO 1,039,418$71,865,3593.43%
NorthRock Partners, LLC 427,890$29,584,3113.09%
FAS Wealth Partners, Inc. 415,831$28,750,5743.07%
BENJAMIN F. EDWARDS & COMPANY, INC. 919,901$63,6022.44%
Diligent Investors, LLC 92,253$6,378,3901.95%
View complete list of SPDR SER TR shareholders