Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$255,729
-14.2%
3,699
-11.1%
0.01%0.0%
Q2 2023$298,069
+100599.0%
4,160
-3.7%
0.01%
-16.7%
Q1 2023$296
+8.4%
4,320
+3.3%
0.01%
-14.3%
Q4 2022$273
-99.9%
4,180
+20.5%
0.01%
-12.5%
Q1 2022$257,000
-6.9%
3,469
+2.4%
0.01%0.0%
Q4 2021$276,000
+17.9%
3,389
+9.5%
0.01%0.0%
Q3 2021$234,000
+1.3%
3,094
+4.0%
0.01%0.0%
Q2 2021$231,000
-1.3%
2,976
-4.4%
0.01%
-20.0%
Q1 2021$234,000
-48.9%
3,114
-52.8%
0.01%
-54.5%
Q4 2020$458,000
+47.3%
6,600
+22.0%
0.02%
+15.8%
Q3 2020$311,000
-13.4%
5,412
-18.9%
0.02%
-26.9%
Q2 2020$359,000
+52.8%
6,670
+21.6%
0.03%
+18.2%
Q1 2020$235,0005,4870.02%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 68,370$25,664,731,00015.66%
Centerpoint Advisors, LLC 151,844$8,669,0006.38%
McAdam, LLC 385,675$22,018,0005.32%
FAS Wealth Partners, Inc. 533,182$30,439,0005.12%
Pensionmark Financial Group, LLC 160,358$9,155,0003.57%
Harborview Advisors, LLC 78,601$4,487,0003.44%
WALLER FINANCIAL PLANNING GROUP, INC 118,424$6,761,0003.39%
Krilogy Financial LLC 356,126$20,331,0003.34%
Total Wealth Planning, LLC 96,990$5,537,0002.95%
Financial Strategies Group, Inc. 59,487$3,396,0002.74%
View complete list of SPDR SER TR shareholders