IAG Wealth Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,641,041
-10.0%
23,735
-6.7%
0.46%
-5.0%
Q2 2023$1,822,710
-23.3%
25,439
-26.8%
0.48%
-27.0%
Q1 2023$2,377,607
-32.3%
34,740
-35.4%
0.66%
-36.2%
Q4 2022$3,512,221
+58.1%
53,753
+46.0%
1.04%
+40.2%
Q3 2022$2,221,000
-8.5%
36,808
-7.5%
0.74%
-7.1%
Q2 2022$2,427,000
+114.0%
39,807
+160.4%
0.79%
+122.4%
Q1 2022$1,134,000
-10.8%
15,286
-2.0%
0.36%
-12.3%
Q4 2021$1,271,000
+6.6%
15,592
-1.0%
0.41%
-4.0%
Q3 2021$1,192,000
-8.3%
15,755
-6.0%
0.42%
-9.2%
Q2 2021$1,300,000
-2.1%
16,762
-5.2%
0.47%
-7.7%
Q1 2021$1,328,000
+6.2%
17,674
-2.0%
0.51%
-1.0%
Q4 2020$1,251,000
+7.6%
18,034
-11.0%
0.51%
-4.8%
Q3 2020$1,163,000
-0.2%
20,262
-6.4%
0.54%
-5.0%
Q2 2020$1,165,000
+69.1%
21,646
+34.6%
0.56%
+22.8%
Q1 2020$689,00016,0830.46%
Other shareholders
SPDR SER TR shareholders Q4 2023
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