WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 189 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,652,052
-6.4%
67,285
-3.0%
0.70%
-6.4%
Q2 2023$4,972,162
+11.4%
69,395
+6.4%
0.75%
+4.0%
Q1 2023$4,465,075
+7.4%
65,241
+2.5%
0.72%
-9.5%
Q4 2022$4,158,853
+9.8%
63,649
+1.4%
0.80%
+6.0%
Q3 2022$3,786,000
-3.7%
62,742
-2.7%
0.75%
-3.6%
Q2 2022$3,931,000
-17.2%
64,484
+0.8%
0.78%
+2.5%
Q1 2022$4,748,000
+94860.0%
63,978
+103090.3%
0.76%
+75900.0%
Q1 2021$5,000
+150.0%
62
+29.2%
0.00%0.0%
Q1 2020$2,000
-75.0%
48
-66.4%
0.00%
-75.0%
Q4 2019$8,000
-57.9%
143
-58.7%
0.00%
-60.0%
Q3 2019$19,0000.0%3460.0%0.01%
-9.1%
Q2 2019$19,000
+18.8%
346
+15.7%
0.01%
+22.2%
Q1 2019$16,000
+14.3%
2990.0%0.01%
-10.0%
Q4 2018$14,000
-17.6%
2990.0%0.01%0.0%
Q3 2018$17,000
+6.2%
2990.0%0.01%0.0%
Q2 2018$16,0002990.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 62,824$14,411,0008.28%
CABOT WEALTH MANAGEMENT INC 12,251$1,269,0000.38%
Courage Miller Partners, LLC 2,909$301,0000.25%
CONDOR CAPITAL MANAGEMENT 5,762$597,0000.20%
Freedom Investment Management, Inc. 4,857$503,0000.14%
B. Riley Wealth Advisors, Inc. 2,330$241,0000.08%
NEW ENGLAND SECURITIES CORP /MA/ 1,411$146,0000.07%
LPL Financial LLC 92,202$9,665,0000.06%
Cambridge Investment Research Advisors, Inc. 12,888$1,335,0000.06%
ASPIRIANT, LLC 2,589$268,0000.05%
View complete list of SPDR SER TR shareholders