Bernardo Wealth Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,535,972
-1.9%
51,142
+1.6%
1.40%
-2.6%
Q2 2023$3,605,426
+8.2%
50,319
+3.3%
1.44%
+0.3%
Q1 2023$3,332,931
+18.6%
48,698
+13.2%
1.43%
+8.9%
Q4 2022$2,810,94143,0201.31%
Other shareholders
SPDR SER TR shareholders Q3 2023
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