Fernwood Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$205,349
-7.9%
2,866
-4.7%
0.07%
-6.4%
Q1 2022$223,000
-9.0%
3,0060.0%0.08%
-2.5%
Q4 2021$245,000
+7.9%
3,0060.0%0.08%
+2.6%
Q3 2021$227,000
-2.6%
3,0060.0%0.08%
+1.3%
Q2 2021$233,000
+0.9%
3,006
-2.2%
0.08%
-9.4%
Q1 2021$231,000
+8.5%
3,0750.0%0.08%
+1.2%
Q4 2020$213,0003,0750.08%
Other shareholders
SPDR SER TR shareholders Q1 2022
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