CONFLUENCE INVESTMENT MANAGEMENT LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$35,371,933
-2.3%
511,599
+1.2%
0.55%
+3.8%
Q2 2023$36,204,076
+50.6%
505,291
+43.8%
0.53%
+48.9%
Q1 2023$24,041,230
+118957.2%
351,275
+13.7%
0.35%
+17.6%
Q4 2022$20,193
-99.5%
309,048
+337.6%
0.30%
+323.9%
Q3 2022$4,262,000
+6.7%
70,622
+7.8%
0.07%
+14.5%
Q2 2022$3,993,000
-55.0%
65,503
-45.2%
0.06%
-50.0%
Q1 2022$8,864,000
+12.2%
119,449
+23.3%
0.12%
+18.1%
Q4 2021$7,900,000
+59.1%
96,895
+47.6%
0.10%
+50.0%
Q3 2021$4,965,000
+50.5%
65,628
+54.2%
0.07%
+59.1%
Q2 2021$3,299,000
-33.8%
42,555
-35.8%
0.04%
-37.1%
Q1 2021$4,982,000
-59.9%
66,324
-63.0%
0.07%
-62.2%
Q4 2020$12,427,000
-30.6%
179,240
-42.5%
0.18%
-36.4%
Q3 2020$17,902,000
-3.7%
311,930
-9.7%
0.29%
-6.1%
Q2 2020$18,581,000
+25.0%
345,442
-0.5%
0.31%
+9.9%
Q1 2020$14,862,000347,0900.28%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 75,652$26,130,201,00021.94%
Centerpoint Advisors, LLC 155,512$8,172,0006.94%
McAdam, LLC 318,538$16,739,0005.56%
FAS Wealth Partners, Inc. 513,008$26,959,0005.26%
CREATIVE FINANCIAL DESIGNS INC /ADV 155,520$8,173,0004.90%
Clarus Wealth Advisors 109,456$5,752,0004.30%
Avantax Planning Partners, Inc. 1,109,945$58,328,0004.05%
Pensionmark Financial Group, LLC 159,416$8,377,0003.81%
Krilogy Financial LLC 334,795$17,593,0003.72%
Harborview Advisors, LLC 79,167$4,160,0003.60%
View complete list of SPDR SER TR shareholders