Capital Advisory Group Advisory Services, 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
Capital Advisory Group Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$87,000
-12.1%
1,3400.0%0.05%
+13.0%
Q1 2022$99,000
+280.8%
1,340
+294.1%
0.05%
+411.1%
Q3 2021$26,000
-38.1%
340
-37.0%
0.01%
-40.0%
Q2 2021$42,000
+2.4%
5400.0%0.02%
-6.2%
Q1 2021$41,000
+10.8%
540
+1.9%
0.02%0.0%
Q4 2020$37,000
+94.7%
530
+60.6%
0.02%
+60.0%
Q3 2020$19,000
+5.6%
3300.0%0.01%0.0%
Q2 2020$18,000
+28.6%
3300.0%0.01%
-41.2%
Q1 2020$14,000
-26.3%
3300.0%0.02%
+70.0%
Q4 2019$19,000
+850.0%
330
+1000.0%
0.01%
+900.0%
Q3 2019$2,000
-33.3%
30
-45.5%
0.00%
-50.0%
Q2 2019$3,0000.0%550.0%0.00%0.0%
Q1 2019$3,000
+200.0%
55
+57.1%
0.00%
+100.0%
Q4 2018$1,000
-50.0%
350.0%0.00%0.0%
Q3 2018$2,000350.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Foresight Wealth Management, LLC 5,805$379,3105.43%
Parcion Private Wealth LLC 549,334$35,893,4763.89%
ETFIDEA, LLC 122,521$8,005,5223.70%
Shakespeare Wealth Management, LLC 146,363$9,563,3393.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,136$2,9493.39%
FIRST NATIONAL TRUST CO 975,455$63,736,2293.37%
NorthRock Partners, LLC 442,465$28,910,6493.29%
FAS Wealth Partners, Inc. 429,001$28,030,9063.18%
McAdam, LLC 346,338$28,2372.78%
DENVER WEALTH MANAGEMENT, INC. 55,054$3,597,0002.69%
View complete list of SPDR SER TR shareholders