Kingsview Wealth Management, 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
Kingsview Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,783,297
-53.0%
40,256
-51.3%
0.10%
-56.9%
Q2 2023$5,918,988
+2.7%
82,610
-1.9%
0.23%
-4.1%
Q1 2023$5,762,152
-2.3%
84,193
-6.7%
0.24%
-5.5%
Q4 2022$5,898,875
+8.1%
90,280
-0.1%
0.26%
-1.2%
Q3 2022$5,456,000
-9.2%
90,401
-8.2%
0.26%
-9.8%
Q2 2022$6,006,000
-26.6%
98,525
-1.9%
0.29%
-15.8%
Q4 2021$8,188,000
+12.0%
100,434
+3.9%
0.34%
-1.4%
Q3 2021$7,311,000
-3.8%
96,647
-0.7%
0.35%
-7.7%
Q2 2021$7,599,000
+8.8%
97,343
+6.3%
0.38%
-5.5%
Q1 2021$6,984,000
+11.6%
91,557
+1.4%
0.40%
-12.4%
Q4 2020$6,257,000
+17.7%
90,254
-2.5%
0.45%
-4.8%
Q3 2020$5,314,000
-5.1%
92,598
-11.0%
0.48%
-15.0%
Q2 2020$5,597,000
+35.1%
104,049
+7.5%
0.56%
+0.2%
Q1 2020$4,144,000
-12.9%
96,783
+16.1%
0.56%
-6.4%
Q4 2019$4,759,000
+95.6%
83,352
+84.0%
0.60%
+56.3%
Q3 2019$2,433,000
+107.1%
45,288
+109.2%
0.38%
+93.9%
Q2 2019$1,175,000
+5.9%
21,644
+2.5%
0.20%
+16.6%
Q1 2019$1,110,000
+38.4%
21,119
+20.8%
0.17%
-3.4%
Q4 2018$802,000
+0.2%
17,487
+22.2%
0.18%
+8.0%
Q3 2018$800,000
+103.6%
14,305
+96.7%
0.16%
+72.3%
Q2 2018$393,000
+61.1%
7,274
+368.4%
0.09%
+54.1%
Q1 2018$244,0001,5530.06%
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