Selective Wealth Management, Inc. - 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
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 Q2 2022
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 75,652$26,130,201,00021.94%
Centerpoint Advisors, LLC 155,512$8,172,0006.94%
McAdam, LLC 318,538$16,739,0005.56%
FAS Wealth Partners, Inc. 513,008$26,959,0005.26%
CREATIVE FINANCIAL DESIGNS INC /ADV 155,520$8,173,0004.90%
Clarus Wealth Advisors 109,456$5,752,0004.30%
Avantax Planning Partners, Inc. 1,109,945$58,328,0004.05%
Pensionmark Financial Group, LLC 159,416$8,377,0003.81%
Krilogy Financial LLC 334,795$17,593,0003.72%
Harborview Advisors, LLC 79,167$4,160,0003.60%
View complete list of SPDR SER TR shareholders