WILLNER & HELLER, 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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WILLNER & HELLER, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$500,409
+14.2%
7,659
+5.5%
0.71%
+0.6%
Q3 2022$438,000
-0.7%
7,257
+0.3%
0.71%
+3.1%
Q2 2022$441,000
-23.2%
7,233
+2.8%
0.69%
-2.8%
Q1 2022$574,000
+12.1%
7,039
+4.0%
0.71%
+3.7%
Q4 2021$512,0006,7690.68%
Other shareholders
SPDR SER TR shareholders Q3 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