HBK Sorce Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 234 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$220,515
-4.0%
2,623
-0.3%
0.01%0.0%
Q1 2024$229,683
-1.2%
2,631
-14.4%
0.01%
-11.1%
Q4 2023$232,552
-3.1%
3,073
-12.4%
0.01%
-18.2%
Q1 2023$239,987
+51845.2%
3,507
-50.4%
0.01%
-8.3%
Q4 2022$462
-99.9%
7,068
-5.3%
0.01%
-60.0%
Q3 2022$451,000
-3.6%
7,465
-2.7%
0.03%
-14.3%
Q2 2022$468,000
-40.7%
7,670
-27.8%
0.04%
-18.6%
Q1 2022$789,000
-0.9%
10,630
+8.8%
0.04%
+7.5%
Q4 2021$796,000
+7.1%
9,768
-0.5%
0.04%
-2.4%
Q3 2021$743,000
-10.3%
9,819
-8.1%
0.04%
-10.9%
Q2 2021$828,000
-4.3%
10,687
-7.2%
0.05%
-11.5%
Q1 2021$865,000
+6.4%
11,520
-1.8%
0.05%
+4.0%
Q4 2020$813,000
+15.8%
11,726
-4.2%
0.05%0.0%
Q3 2020$702,000
-1.1%
12,239
-7.3%
0.05%
-5.7%
Q2 2020$710,000
-0.1%
13,197
-20.5%
0.05%
-23.2%
Q1 2020$711,000
-32.2%
16,593
-9.6%
0.07%
-24.2%
Q4 2019$1,048,000
+4.3%
18,361
-1.9%
0.09%
-5.2%
Q3 2019$1,005,000
-1.2%
18,711
-0.1%
0.10%
-2.0%
Q2 2019$1,017,000
+3.4%
18,729
+0.0%
0.10%0.0%
Q1 2019$984,000
-21.8%
18,726
-31.8%
0.10%
-31.9%
Q4 2018$1,258,000
+29.4%
27,444
+232.5%
0.14%
-43.3%
Q4 2015$972,0008,2550.25%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 60,728$15,669,0007.66%
Tradewinds Capital Management, LLC 17,650$2,056,0001.56%
Courage Miller Partners, LLC 7,143$832,0000.61%
Asset Management Group, Inc. 6,565$765,0000.41%
CABOT WEALTH MANAGEMENT INC 9,453$1,101,0000.28%
B. Riley Wealth Advisors, Inc. 11,850$688,050,0000.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,665$310,476,0000.15%
CONDOR CAPITAL MANAGEMENT 4,610$537,0000.15%
Avidian Wealth Solutions, LLC 2,259$263,0000.10%
Freedom Investment Management, Inc. 4,337$505,0000.08%
View complete list of SPDR SER TR shareholders