Windsor Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,727
+1.2%
39,436
+4.9%
0.50%
+3.1%
Q2 2023$2,694
+33.7%
37,596
+26.5%
0.48%
+23.8%
Q1 2023$2,015
+23.2%
29,723
+20.4%
0.39%
+15.7%
Q4 2022$1,636
-99.9%
24,678
+1.8%
0.34%
-10.3%
Q3 2022$1,512,000
+28.1%
24,246
+26.5%
0.38%
+25.2%
Q2 2022$1,180,000
+1.9%
19,164
+19.1%
0.30%
+40.7%
Q1 2022$1,158,000
+15.0%
16,091
+30.1%
0.21%
+15.7%
Q4 2021$1,007,000
+22.7%
12,372
+15.3%
0.18%
+7.6%
Q3 2021$821,000
+2.6%
10,729
+4.0%
0.17%
-0.6%
Q2 2021$800,000
+1.8%
10,318
-1.4%
0.17%
-7.5%
Q1 2021$786,000
-9.7%
10,464
-16.6%
0.19%
-15.8%
Q4 2020$870,000
+14.9%
12,552
-0.1%
0.22%
+0.9%
Q3 2020$757,000
+10.0%
12,562
-1.8%
0.22%
+0.5%
Q2 2020$688,000
+28.1%
12,789
+2.0%
0.22%
+1.4%
Q1 2020$537,000
-21.6%
12,541
+4.6%
0.22%
-14.3%
Q4 2019$685,000
+11.0%
11,992
+1.4%
0.25%
-6.3%
Q3 2019$617,000
-16.2%
11,830
-12.5%
0.27%
-16.7%
Q2 2019$736,000
+6.5%
13,521
+2.9%
0.32%
-16.8%
Q1 2019$691,000
+17.9%
13,146
+2.9%
0.39%
-3.2%
Q4 2018$586,000
-17.2%
12,775
+0.9%
0.40%
-12.8%
Q3 2018$708,000
+10.6%
12,655
+6.8%
0.46%
-8.0%
Q2 2018$640,000
+5.8%
11,853
+208.4%
0.50%
-2.2%
Q1 2018$605,000
+3.4%
3,844
+2.1%
0.51%
+1.6%
Q4 2017$585,0003,7650.50%
Other shareholders
SPDR SER TR shareholders Q3 2023
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, LLC 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