Wellspring Financial Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wellspring Financial Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$379,324
-0.1%
367,7770.0%0.11%
+3.7%
Q2 2023$379,734
-8.8%
367,777
-0.1%
0.11%
-13.7%
Q1 2023$416,283
+0.5%
368,319
+0.0%
0.12%
-10.1%
Q4 2022$414,007
+1.0%
368,318
+0.0%
0.14%
-8.6%
Q3 2022$410,000
-6.0%
368,317
-0.1%
0.15%
-0.7%
Q2 2022$436,000
-70.8%
368,729
-3.7%
0.15%
-65.5%
Q1 2022$1,494,000
-33.0%
382,783
-2.0%
0.44%
-29.1%
Q4 2021$2,229,000
-7.2%
390,437
-3.2%
0.62%
-14.2%
Q3 2021$2,402,000
-24.1%
403,358
+888.2%
0.72%
-27.2%
Q2 2021$3,164,000
+414.5%
40,818
+184.1%
1.00%
+235.0%
Q1 2021$615,000
-73.8%
14,365
-57.5%
0.30%
-63.7%
Q4 2020$2,345,000
+32.5%
33,820
+9.7%
0.82%
+17.9%
Q3 2020$1,770,000
+35.4%
30,836
+26.9%
0.69%
+28.8%
Q2 2020$1,307,000
+112.5%
24,297
+69.1%
0.54%
+81.5%
Q1 2020$615,00014,3650.30%
Other shareholders
SPDR SER TR shareholders Q2 2021
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, INC. 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