BARTLETT & CO. WEALTH MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 350 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$303,036
-5.8%
3,605
-2.2%
0.01%0.0%
Q1 2024$321,664
+18.1%
3,685
+3.3%
0.01%
+25.0%
Q4 2023$272,386
+8.9%
3,569
-1.4%
0.00%0.0%
Q3 2023$250,218
-3.5%
3,6190.0%0.00%0.0%
Q2 2023$259,301
-26.4%
3,619
-29.7%
0.00%
-42.9%
Q1 2023$352,261
+3.2%
5,147
-1.4%
0.01%0.0%
Q4 2022$341,205
+257.2%
5,222
+229.9%
0.01%
+250.0%
Q3 2022$95,534
+118.3%
1,583
+120.5%
0.00%
+100.0%
Q2 2022$43,769
-14.0%
718
+4.7%
0.00%0.0%
Q1 2022$50,908
+66884.2%
686
+68500.0%
0.00%
Q3 2021$76
-2.6%
10.0%0.00%
Q2 2021$7810.00%
Other shareholders
SPDR SER TR shareholders Q2 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