Shakespeare Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 190 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Shakespeare Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,620,461
-3.0%
153,608
+0.6%
3.72%
-0.6%
Q2 2023$10,944,025
+7.9%
152,743
+3.1%
3.74%
+4.0%
Q1 2023$10,139,618
+6.0%
148,153
+1.2%
3.60%
+2.6%
Q4 2022$9,563,339
+13.9%
146,363
+5.2%
3.51%
-0.8%
Q3 2022$8,394,000
+0.1%
139,091
+2.3%
3.54%
+3.9%
Q2 2022$8,383,000
-11.2%
135,971
+7.7%
3.40%
+0.2%
Q1 2022$9,437,000
-2.3%
126,295
+6.6%
3.40%
-1.4%
Q4 2021$9,655,000
+11.4%
118,424
+4.5%
3.45%
+3.4%
Q3 2021$8,670,000
-0.4%
113,331
+1.9%
3.33%
-0.7%
Q2 2021$8,704,000
+6.7%
111,207
+2.4%
3.36%
-0.1%
Q1 2021$8,154,000
+3.4%
108,557
-4.6%
3.36%
-2.3%
Q4 2020$7,887,000
+23.1%
113,757
+1.9%
3.44%
+1.9%
Q3 2020$6,408,000
+10.8%
111,664
+3.9%
3.37%
-0.1%
Q2 2020$5,781,000
+0.3%
107,483
-20.1%
3.38%
-15.3%
Q1 2020$5,761,000
+28.5%
134,534
+71.2%
3.98%
+64.1%
Q4 2019$4,485,000
+12.5%
78,562
+5.9%
2.43%
+5.3%
Q3 2019$3,985,000
+2.7%
74,177
+3.7%
2.30%
-7.9%
Q2 2019$3,881,000
+10.3%
71,504
+6.8%
2.50%
-5.0%
Q1 2019$3,518,000
+18.4%
66,952
+3.3%
2.64%
+15.2%
Q4 2018$2,971,000
-40.4%
64,789
-27.2%
2.29%
-40.4%
Q3 2018$4,982,000
+5.0%
89,040
+1.3%
3.84%
-9.3%
Q2 2018$4,746,000
+6.2%
87,867
+209.6%
4.23%
+9.5%
Q1 2018$4,468,000
+7.2%
28,378
+5.9%
3.87%
-1.5%
Q4 2017$4,168,00026,8063.93%
Other shareholders
SPDR SER TR shareholders Q2 2019
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