Lucia Wealth Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. 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 Q3 2020
NameSharesValueWeighting ↓
FAS Wealth Partners, Inc. 590,783$35,654,0003.96%
ETFIDEA, LLC 122,900$7,417,0153.82%
Clarus Wealth Advisors 82,101$5,104,0003.64%
NorthRock Partners, LLC 515,130$31,088,0003.61%
SHAKESPEARE WEALTH MANAGEMENT, INC. 139,091$8,394,0003.54%
LTG Capital LLC 14,815$893,0003.51%
CLARK FINANCIAL SERVICES GROUP INC /BD 45,796$2,764,0002.91%
DENVER WEALTH MANAGEMENT, INC. 46,407$2,801,0002.65%
FIRST NATIONAL TRUST CO 726,309$43,833,0002.56%
Diligent Investors, LLC 104,003$6,277,0002.24%
View complete list of SPDR SER TR shareholders