Concord Wealth Partners - 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
Concord Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$40,793
-3.5%
5900.0%0.01%0.0%
Q2 2023$42,274
-23.3%
590
-26.7%
0.01%
-43.8%
Q1 2023$55,094
+4.7%
8050.0%0.02%0.0%
Q4 2022$52,599
+7.3%
8050.0%0.02%
+23.1%
Q2 2022$49,000
+96.0%
805
+140.3%
0.01%
+116.7%
Q1 2022$25,0003350.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
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