UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$376,847
+1.5%
5,450
+5.2%
0.00%0.0%
Q2 2023$371,325
+3.9%
5,182
-0.7%
0.00%0.0%
Q1 2023$357,290
-3.9%
5,220
-8.3%
0.00%0.0%
Q4 2022$371,882
-5.1%
5,691
-12.3%
0.00%0.0%
Q3 2022$392,000
-32.6%
6,491
-32.0%
0.00%
-33.3%
Q2 2022$582,000
+36.0%
9,546
+65.6%
0.00%
+50.0%
Q1 2022$428,000
-15.7%
5,766
-7.4%
0.00%0.0%
Q4 2021$508,000
+13.4%
6,228
+5.1%
0.00%0.0%
Q3 2021$448,000
-10.8%
5,926
-8.5%
0.00%
-33.3%
Q2 2021$502,000
+18.7%
6,476
+15.1%
0.00%
+50.0%
Q1 2021$423,000
+3.9%
5,626
-4.2%
0.00%0.0%
Q4 2020$407,000
+20.8%
5,8750.0%0.00%0.0%
Q3 2020$337,000
+9.8%
5,875
+3.0%
0.00%0.0%
Q2 2020$307,000
+44.1%
5,705
+52.6%
0.00%
+100.0%
Q4 2019$213,0003,7390.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
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