BALANCED WEALTH GROUP LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 358 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BALANCED WEALTH GROUP LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$8,886,588
+10.1%
227,099
+6.1%
4.04%
+12.4%
Q1 2024$8,073,430
+188.9%
214,115
+479.7%
3.60%
+147.6%
Q4 2023$2,795,01036,9371.45%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 112,000$38,686,022,00017.12%
FAS Wealth Partners, Inc. 163,700$25,452,0006.68%
KAYS FINANCIAL ADVISORY CORP /ADV 110,092$17,118,0005.00%
Chessman Wealth Strategies RIA 31,990$4,974,0004.97%
McAdam, LLC 46,151$6,805,0004.81%
Avantax Planning Partners, Inc. 309,577$48,133,0004.41%
Harborview Advisors, LLC 28,334$4,405,0004.21%
Shakespeare Wealth Management, LLC 26,806$4,168,0003.93%
MFA WEALTH ADVISORS, LLC 34,635$5,637,0003.83%
Krilogy Financial LLC 99,060$15,402,0003.72%
View complete list of SPDR SER TR shareholders