SFG Wealth Management, 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
SFG Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,964,869
+71.8%
86,272
+78.0%
4.74%
+62.9%
Q2 2023$3,472,771
+1229.0%
48,468
+1169.5%
2.91%
+903.4%
Q1 2023$261,3053,8180.29%
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