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 ↓
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