Selective Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$28,0000.0%4570.0%0.01%
+20.0%
Q2 2022$28,000
-17.6%
4570.0%0.01%
-16.7%
Q1 2022$34,000
-30.6%
457
-23.2%
0.01%
-40.0%
Q4 2021$49,000
+8.9%
5950.0%0.02%
-16.7%
Q3 2021$45,000
-2.2%
5950.0%0.02%
-35.1%
Q2 2021$46,000
+2.2%
5950.0%0.04%
-9.8%
Q1 2021$45,000
+9.8%
5950.0%0.04%
+57.7%
Q4 2020$41,000
-4.7%
595
-19.8%
0.03%
-23.5%
Q3 2020$43,000
-45.6%
742
-49.5%
0.03%
-47.7%
Q2 2020$79,0001,4680.06%
Other shareholders
SPDR SER TR shareholders Q4 2020
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