UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 26,432$13,683,095,0005.88%
Clarus Wealth Advisors 130,082$10,200,0005.87%
ETFIDEA, LLC 123,422$10,062,5964.04%
NorthRock Partners, LLC 618,558$50,431,0003.78%
FAS Wealth Partners, Inc. 500,850$40,834,0003.75%
SHAKESPEARE WEALTH MANAGEMENT, INC. 118,424$9,655,0003.45%
Total Wealth Planning, LLC 87,567$4,602,0002.84%
McAdam, LLC 346,338$28,237,0002.78%
KWB Wealth 178,909$14,586,0002.42%
Diligent Investors, LLC 98,146$8,002,0002.24%
View complete list of SPDR SER TR shareholders