Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$17,984
-3.2%
260
+0.4%
0.00%
-50.0%
Q2 2023$18,581
+5.0%
259
+0.4%
0.00%0.0%
Q1 2023$17,691
+98183.3%
258
-5.8%
0.00%0.0%
Q4 2022$18
-99.9%
274
+0.4%
0.00%0.0%
Q3 2022$16,000
-5.9%
273
+0.4%
0.00%0.0%
Q2 2022$17,000
-15.0%
272
+0.4%
0.00%0.0%
Q1 2022$20,000
-4.8%
271
+6.7%
0.00%0.0%
Q4 2021$21,000
+10.5%
2540.0%0.00%0.0%
Q3 2021$19,000
-5.0%
254
+0.4%
0.00%0.0%
Q2 2021$20,000
+5.3%
2530.0%0.00%0.0%
Q1 2021$19,000
+5.6%
2530.0%0.00%0.0%
Q4 2020$18,000
+28.6%
253
+0.4%
0.00%0.0%
Q3 2020$14,0000.0%2520.0%0.00%0.0%
Q2 2020$14,000
+27.3%
252
+0.4%
0.00%
+100.0%
Q1 2020$11,000
-21.4%
2510.0%0.00%
-50.0%
Q4 2019$14,000
-57.6%
251
-59.4%
0.00%
-50.0%
Q3 2019$33,000
-2.9%
618
+0.5%
0.00%0.0%
Q2 2019$34,000
+3.0%
615
+0.3%
0.00%0.0%
Q1 2019$33,000
+3.1%
613
-4.7%
0.00%
-20.0%
Q4 2018$32,0000.0%643
+5.6%
0.01%
-16.7%
Q3 2018$32,000
-3.0%
609
+0.2%
0.01%
+20.0%
Q2 2018$33,000
+3.1%
608
+201.0%
0.01%0.0%
Q1 2018$32,000
-46.7%
202
-44.8%
0.01%
-44.4%
Q4 2017$60,000
+9.1%
3660.0%0.01%0.0%
Q3 2017$55,000
+3.8%
3660.0%0.01%
-10.0%
Q2 2017$53,000
+23.3%
366
+1080.6%
0.01%
+25.0%
Q1 2017$43,000
+59.3%
31
-84.7%
0.01%
+60.0%
Q4 2016$27,0002020.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Clarus Wealth Advisors 129,053$9,453,0006.28%
CHARTIST INC /CA/ 26,090$10,955,766,0005.72%
McAdam, LLC 393,635$28,834,0004.41%
FAS Wealth Partners, Inc. 464,415$32,198,0003.66%
NorthRock Partners, LLC 523,640$36,304,0003.58%
SHAKESPEARE WEALTH MANAGEMENT, INC. 113,757$7,887,0003.44%
Harborview Advisors, LLC 56,200$3,896,0002.61%
QUEST CAPITAL MANAGEMENT INC /ADV 155,420$10,775,0002.52%
Pinkerton Retirement Specialists, LLC 140,201$9,720,0002.33%
SIGNET FINANCIAL MANAGEMENT, LLC 162,813$11,288,0002.28%
View complete list of SPDR SER TR shareholders