Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 233 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$281,000
-87.3%
6,557
-83.1%
0.15%
-83.8%
Q4 2019$2,209,000
+2.4%
38,685
-3.7%
0.94%
-11.2%
Q3 2019$2,158,000
+0.8%
40,162
+1.8%
1.06%
-4.4%
Q2 2019$2,140,000
+10.8%
39,434
+7.3%
1.11%
-6.5%
Q1 2019$1,931,000
+58.0%
36,750
+37.9%
1.19%
+23.1%
Q4 2018$1,222,00026,6520.96%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 68,370$25,664,731,00015.66%
Centerpoint Advisors, LLC 151,844$8,669,0006.38%
McAdam, LLC 385,675$22,018,0005.32%
FAS Wealth Partners, Inc. 533,182$30,439,0005.12%
Pensionmark Financial Group, LLC 160,358$9,155,0003.57%
Harborview Advisors, LLC 78,601$4,487,0003.44%
WALLER FINANCIAL PLANNING GROUP, INC 118,424$6,761,0003.39%
Krilogy Financial LLC 356,126$20,331,0003.34%
Total Wealth Planning, LLC 96,990$5,537,0002.95%
Financial Strategies Group, Inc. 59,487$3,396,0002.74%
View complete list of SPDR SER TR shareholders