Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 161 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$1,729,000
-6.8%
30,119
-12.7%
0.41%
-17.1%
Q2 2020$1,856,000
+273.4%
34,506
+197.4%
0.49%
+198.8%
Q1 2020$497,000
+185.6%
11,603
+280.7%
0.16%
+209.4%
Q4 2019$174,000
-85.0%
3,048
-85.3%
0.05%
-85.4%
Q3 2018$1,162,000
-29.5%
20,772
-31.9%
0.36%
-49.8%
Q2 2018$1,648,000
-66.6%
30,516
-2.5%
0.72%
-54.9%
Q1 2018$4,929,000
+334.3%
31,310
+328.7%
1.60%
+218.7%
Q4 2017$1,135,0007,3030.50%
Other shareholders
SPDR SER TR shareholders Q2 2018
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