Surevest, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 225 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2020
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 60,728$15,669,0007.66%
Tradewinds Capital Management, LLC 17,650$2,056,0001.56%
Courage Miller Partners, LLC 7,143$832,0000.61%
Asset Management Group, Inc. 6,565$765,0000.41%
CABOT WEALTH MANAGEMENT INC 9,453$1,101,0000.28%
B. Riley Wealth Advisors, Inc. 11,850$688,050,0000.16%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 2,665$310,476,0000.15%
CONDOR CAPITAL MANAGEMENT 4,610$537,0000.15%
Avidian Wealth Solutions, LLC 2,259$263,0000.10%
Freedom Investment Management, Inc. 4,337$505,0000.08%
View complete list of SPDR SER TR shareholders