Kozak & Associates, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,750
-5.1%
1430.0%0.00%0.0%
Q2 2023$10,275
+4.9%
1430.0%0.00%0.0%
Q1 2023$9,793
+108711.1%
1430.0%0.00%0.0%
Q4 2022$9
-99.9%
1430.0%0.00%
-33.3%
Q3 2022$9,0000.0%1430.0%0.01%0.0%
Q2 2022$9,000
-10.0%
143
-0.7%
0.01%0.0%
Q1 2022$10,0000.0%1440.0%0.01%0.0%
Q4 2021$10,000
-16.7%
1440.0%0.01%
-14.3%
Q3 2021$12,0001440.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
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