SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 161 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $6,125,000 | +3.7% | 112,547 | -2.4% | 0.04% | -4.9% |
| Q3 2019 | $5,905,000 | +9.3% | 115,350 | +9.6% | 0.04% | +5.1% |
| Q2 2019 | $5,405,000 | -15.8% | 105,214 | -17.5% | 0.04% | -20.4% |
| Q1 2019 | $6,419,000 | -2.2% | 127,530 | -14.2% | 0.05% | -16.9% |
| Q4 2018 | $6,564,000 | -8.2% | 148,672 | +11.5% | 0.06% | -1.7% |
| Q3 2018 | $7,152,000 | +15.3% | 133,350 | +112.5% | 0.06% | +3.4% |
| Q2 2018 | $6,202,000 | 0.0% | 62,749 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,202,000 | +14.9% | 62,749 | +19.5% | 0.06% | +11.5% |
| Q4 2017 | $5,400,000 | +50.6% | 52,504 | +45.0% | 0.05% | +33.3% |
| Q3 2017 | $3,585,000 | -7.4% | 36,202 | -9.9% | 0.04% | -13.3% |
| Q2 2017 | $3,870,000 | -7.0% | 40,176 | -6.9% | 0.04% | -15.1% |
| Q1 2017 | $4,161,000 | -10.3% | 43,163 | -12.6% | 0.05% | -18.5% |
| Q4 2016 | $4,638,000 | -0.3% | 49,364 | -8.3% | 0.06% | -7.1% |
| Q3 2016 | $4,650,000 | -24.8% | 53,850 | -28.0% | 0.07% | -29.3% |
| Q2 2016 | $6,180,000 | -2.1% | 74,771 | -4.8% | 0.10% | -10.8% |
| Q1 2016 | $6,310,000 | +2.4% | 78,516 | -3.2% | 0.11% | -2.6% |
| Q4 2015 | $6,165,000 | +56.4% | 81,119 | +57.7% | 0.11% | +40.7% |
| Q3 2015 | $3,943,000 | -9.6% | 51,437 | +1.4% | 0.08% | 0.0% |
| Q2 2015 | $4,362,000 | +108.5% | 50,718 | +111.2% | 0.08% | +102.5% |
| Q1 2015 | $2,092,000 | +2616.9% | 24,019 | +2545.3% | 0.04% | +1900.0% |
| Q4 2014 | $77,000 | +28.3% | 908 | +24.4% | 0.00% | 0.0% |
| Q3 2014 | $60,000 | -9.1% | 730 | -4.7% | 0.00% | 0.0% |
| Q2 2014 | $66,000 | -4.3% | 766 | -9.0% | 0.00% | 0.0% |
| Q1 2014 | $69,000 | 0.0% | 842 | -3.9% | 0.00% | 0.0% |
| Q4 2013 | $69,000 | +213.6% | 876 | +189.1% | 0.00% | +100.0% |
| Q3 2013 | $22,000 | – | 303 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |