AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$37,813,383
+6.0%
546,910
+9.9%
0.23%
+5.6%
Q2 2023$35,660,669
+10.2%
497,706
+5.3%
0.21%
+2.9%
Q1 2023$32,350,983
-1.8%
472,691
-6.2%
0.21%
-12.6%
Q4 2022$32,935,405
+12.7%
504,062
+4.1%
0.24%
+2.6%
Q3 2022$29,215,000
+17.6%
484,097
+18.8%
0.23%
+16.6%
Q2 2022$24,837,000
-6.3%
407,424
+14.0%
0.20%
+9.3%
Q1 2022$26,518,000
+3.5%
357,342
+13.7%
0.18%
+1.7%
Q4 2021$25,629,000
+31.1%
314,353
+21.6%
0.18%
+11.2%
Q3 2021$19,552,000
+9.2%
258,454
+11.9%
0.16%
+3.2%
Q2 2021$17,902,000
+3.9%
230,933
+0.7%
0.16%
-10.3%
Q1 2021$17,229,000
-0.6%
229,385
-8.2%
0.17%
-11.7%
Q4 2020$17,326,000
+71.5%
249,911
+42.0%
0.20%
+36.8%
Q3 2020$10,103,000
+1.6%
176,039
-4.8%
0.14%
-6.5%
Q2 2020$9,945,000
+129.9%
184,894
+83.0%
0.15%
+55.6%
Q1 2020$4,325,000
+91.6%
101,012
+155.5%
0.10%
+102.0%
Q4 2019$2,257,000
-56.2%
39,531
-58.8%
0.05%
-67.1%
Q3 2019$5,149,000
+27.1%
95,846
+28.4%
0.15%
+22.1%
Q2 2019$4,052,000
+9.8%
74,649
+6.3%
0.12%
-52.3%
Q1 2019$3,690,00070,2280.26%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Clarus Wealth Advisors 129,053$9,453,0006.28%
CHARTIST INC /CA/ 26,090$10,955,766,0005.72%
McAdam, LLC 393,635$28,834,0004.41%
FAS Wealth Partners, Inc. 464,415$32,198,0003.66%
NorthRock Partners, LLC 523,640$36,304,0003.58%
SHAKESPEARE WEALTH MANAGEMENT, INC. 113,757$7,887,0003.44%
Harborview Advisors, LLC 56,200$3,896,0002.61%
QUEST CAPITAL MANAGEMENT INC /ADV 155,420$10,775,0002.52%
Pinkerton Retirement Specialists, LLC 140,201$9,720,0002.33%
SIGNET FINANCIAL MANAGEMENT, LLC 162,813$11,288,0002.28%
View complete list of SPDR SER TR shareholders