Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 181 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2018
NameSharesValueWeighting ↓
CHARTIST INC /CA/ 75,652$26,130,201,00021.94%
Centerpoint Advisors, LLC 155,512$8,172,0006.94%
McAdam, LLC 318,538$16,739,0005.56%
FAS Wealth Partners, Inc. 513,008$26,959,0005.26%
CREATIVE FINANCIAL DESIGNS INC /ADV 155,520$8,173,0004.90%
Clarus Wealth Advisors 109,456$5,752,0004.30%
Avantax Planning Partners, Inc. 1,109,945$58,328,0004.05%
Pensionmark Financial Group, LLC 159,416$8,377,0003.81%
Krilogy Financial LLC 334,795$17,593,0003.72%
Harborview Advisors, LLC 79,167$4,160,0003.60%
View complete list of SPDR SER TR shareholders