WALLER FINANCIAL PLANNING GROUP, INC - 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
WALLER FINANCIAL PLANNING GROUP, INC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$4,161,472
+8.6%
54,995
-0.8%
1.09%
-1.8%
Q3 2023$3,831,117
-5.8%
55,411
-2.3%
1.11%
-0.6%
Q2 2023$4,064,991
+5.4%
56,734
+0.7%
1.12%
+2.6%
Q1 2023$3,856,286
-17.3%
56,346
-21.0%
1.09%
-19.2%
Q4 2022$4,663,120
+5.0%
71,367
-3.1%
1.35%
-0.4%
Q3 2022$4,443,000
-0.0%
73,614
+1.0%
1.36%
+4.5%
Q2 2022$4,444,000
-15.0%
72,895
+3.4%
1.30%
-6.2%
Q1 2022$5,230,000
-5.6%
70,476
+3.7%
1.39%
-0.1%
Q4 2021$5,542,000
+5.5%
67,976
-2.1%
1.39%
-0.5%
Q3 2021$5,251,000
+0.4%
69,408
+2.9%
1.40%
-0.4%
Q2 2021$5,228,000
+3.9%
67,446
+0.7%
1.40%
-3.1%
Q1 2021$5,033,000
+0.2%
67,006
-7.5%
1.45%
-7.7%
Q4 2020$5,024,000
+7.0%
72,460
-11.5%
1.57%
-9.0%
Q3 2020$4,697,000
+5.2%
81,852
-1.4%
1.72%
-1.0%
Q2 2020$4,463,000
-16.2%
82,976
-33.3%
1.74%
-37.4%
Q1 2020$5,326,000
-21.2%
124,385
+5.0%
2.78%
-18.0%
Q4 2019$6,761,000
+4.3%
118,424
-0.4%
3.39%
-1.3%
Q3 2019$6,485,000
+4.4%
118,864
+4.3%
3.44%
-0.6%
Q2 2019$6,213,000
+3.3%
113,978
+2.2%
3.46%
-0.6%
Q1 2019$6,014,000
+26.5%
111,556
+7.6%
3.48%
+5.9%
Q4 2018$4,753,000103,6723.28%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders