UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Foresight Wealth Management, LLC 5,805$379,3105.43%
Parcion Private Wealth LLC 549,334$35,893,4763.89%
ETFIDEA, LLC 122,521$8,005,5223.70%
Shakespeare Wealth Management, LLC 146,363$9,563,3393.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,136$2,9493.39%
FIRST NATIONAL TRUST CO 975,455$63,736,2293.37%
NorthRock Partners, LLC 442,465$28,910,6493.29%
FAS Wealth Partners, Inc. 429,001$28,030,9063.18%
McAdam, LLC 346,338$28,2372.78%
DENVER WEALTH MANAGEMENT, INC. 55,054$3,597,0002.69%
View complete list of SPDR SER TR shareholders