HBK Sorce Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 204 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$349,000
+6.7%
6,3780.0%0.03%
-3.2%
Q3 2019$327,000
-0.3%
6,3780.0%0.03%
-3.1%
Q2 2019$328,000
+2.2%
6,3780.0%0.03%0.0%
Q1 2019$321,000
+13.4%
6,3780.0%0.03%0.0%
Q4 2018$283,000
-17.5%
6,3780.0%0.03%
-17.9%
Q3 2018$343,000
+3.3%
6,3780.0%0.04%
+2.6%
Q2 2018$332,000
+4.7%
6,378
+100.0%
0.04%
-5.0%
Q1 2018$317,000
-3.4%
3,1890.0%0.04%
+2.6%
Q4 2017$328,000
+3.8%
3,1890.0%0.04%
-18.8%
Q3 2017$316,0000.0%3,189
-2.7%
0.05%
-5.9%
Q2 2017$316,0000.0%3,2790.0%0.05%
-5.6%
Q1 2017$316,000
+2.6%
3,2790.0%0.05%
-3.6%
Q4 2016$308,000
+8.8%
3,2790.0%0.06%0.0%
Q3 2016$283,000
+0.7%
3,279
-3.6%
0.06%
-6.7%
Q2 2016$281,000
-39.3%
3,400
-44.1%
0.06%
-50.4%
Q4 2015$463,0006,0860.12%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 274,113$13,810,0009.08%
FAS Wealth Partners, Inc. 551,928$27,803,0005.43%
SCHRODERS IS Ltd 1,616,790$81,445,0004.40%
Krilogy Financial LLC 410,769$20,693,0004.38%
Clarus Wealth Advisors 107,824$5,432,0004.06%
Total Wealth Planning, LLC 130,503$6,574,0004.06%
Harborview Advisors, LLC 86,757$4,370,0003.79%
Centerpoint Advisors, LLC 84,866$4,275,0003.63%
McAdam, LLC 208,017$10,479,0003.48%
WALLER FINANCIAL PLANNING GROUP, INC 111,870$5,901,0003.41%
View complete list of SPDR SER TR shareholders