Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16,386
-65.6%
237
-64.4%
0.00%
-100.0%
Q2 2023$47,647
+4.7%
6650.0%0.00%0.0%
Q1 2023$45,513
-73.3%
665
-74.5%
0.00%
-66.7%
Q4 2022$170,668
-94.2%
2,612
-94.7%
0.00%
-94.5%
Q3 2022$2,968,000
-2.5%
49,186
-1.5%
0.06%
-1.8%
Q2 2022$3,045,000
-16.4%
49,951
+1.8%
0.06%0.0%
Q1 2022$3,641,000
+653.8%
49,066
+727.7%
0.06%
+700.0%
Q4 2021$483,000
+50.5%
5,928
+39.9%
0.01%
+16.7%
Q3 2021$321,000
+23.5%
4,238
+26.4%
0.01%
+50.0%
Q2 2021$260,000
-99.9%
3,353
-18.3%
0.00%
+33.3%
Q1 2021$308,184,000
+380374.1%
4,104
+249.9%
0.00%
+50.0%
Q4 2020$81,000
+14.1%
1,173
-5.3%
0.00%0.0%
Q3 2020$71,000
+6.0%
1,238
-1.0%
0.00%0.0%
Q2 2020$67,000
-22.1%
1,250
-38.4%
0.00%
-33.3%
Q1 2020$86,000
-25.9%
2,029
-0.5%
0.00%0.0%
Q4 2019$116,000
+26.1%
2,039
+18.5%
0.00%0.0%
Q3 2019$92,000
-2.1%
1,720
-1.3%
0.00%0.0%
Q2 2019$94,000
-79.2%
1,743
-82.4%
0.00%
-86.4%
Q4 2018$452,000
+318.5%
9,878
+410.8%
0.02%
+340.0%
Q3 2018$108,000
-7.7%
1,934
-10.6%
0.01%
-28.6%
Q2 2018$117,000
+550.0%
2,164
+1781.7%
0.01%
+600.0%
Q1 2018$18,000
-41.9%
115
-43.1%
0.00%
-50.0%
Q4 2017$31,0002020.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
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