Connecticut Wealth 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
Connecticut Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$675,728
-3.5%
9,7730.0%0.05%
-6.1%
Q2 2023$700,259
-1.9%
9,773
-6.3%
0.05%
-9.3%
Q1 2023$714,057
-3.2%
10,433
-7.6%
0.05%
-14.3%
Q4 2022$737,689
-1.0%
11,290
-8.5%
0.06%
-8.7%
Q3 2022$745,000
-0.9%
12,3400.0%0.07%
+4.5%
Q2 2022$752,000
-17.9%
12,3400.0%0.07%
-5.7%
Q1 2022$916,000
-9.3%
12,340
-0.4%
0.07%
-10.3%
Q4 2021$1,010,000
+5.6%
12,385
-2.0%
0.08%
-6.0%
Q3 2021$956,000
-2.4%
12,6400.0%0.08%
-3.5%
Q2 2021$980,000
+6.3%
12,640
-5.0%
0.09%
-12.2%
Q4 2020$922,000
+16.6%
13,300
-3.5%
0.10%
+12.6%
Q3 2020$791,000
+4.8%
13,785
-1.8%
0.09%
-7.4%
Q2 2020$755,000
+32.0%
14,040
+5.1%
0.09%
+10.6%
Q1 2020$572,000
-85.0%
13,365
-80.0%
0.08%
-79.8%
Q4 2019$3,824,000
+3.2%
66,975
-2.9%
0.42%
-7.9%
Q3 2019$3,706,000
-1.0%
68,9920.0%0.46%
-1.1%
Q2 2019$3,745,00068,9920.46%
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, INC. 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