HERITAGE WEALTH MANAGEMENT, 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
HERITAGE WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$146,492
+115.4%
2,242
+100.0%
0.02%
-4.5%
Q3 2022$68,000
-99.9%
1,121
-5.1%
0.02%
-8.3%
Q2 2022$71,994,000
+76489.4%
1,181
-7.1%
0.02%
-4.0%
Q1 2022$94,000
-20.3%
1,271
-18.2%
0.02%
-40.5%
Q3 2021$118,000
-15.7%
1,554
-14.2%
0.04%
-20.8%
Q2 2021$140,0001,8110.05%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
Shakespeare Wealth Management, LLC 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders