Kalos 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
Kalos Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$47,862
+4.7%
6680.0%0.10%
+12.0%
Q1 2023$45,718
+4.7%
6680.0%0.09%
-6.1%
Q4 2022$43,647
-93.5%
668
-94.2%
0.10%
-60.2%
Q4 2019$675,000
+20.5%
11,503
+12.6%
0.25%
+10.3%
Q3 2019$560,000
+10.2%
10,219
+9.1%
0.22%
-3.5%
Q2 2019$508,000
+83.4%
9,366
+100.6%
0.23%
+71.1%
Q4 2018$277,000
+6.9%
4,6690.0%0.14%
+15.4%
Q2 2018$259,000
-58.5%
4,669
+14.3%
0.12%
-60.1%
Q4 2017$624,0004,0840.29%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders