SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 112 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $754,970 | -18.9% | 11,640 | -13.9% | 0.24% | -15.1% |
Q2 2023 | $930,387 | +5.6% | 13,527 | +1.4% | 0.28% | +5.2% |
Q1 2023 | $881,375 | +108443.7% | 13,338 | +6.3% | 0.27% | +3.8% |
Q4 2022 | $812 | -99.9% | 12,549 | -6.2% | 0.26% | 0.0% |
Q3 2022 | $774,000 | -1.9% | 13,378 | +2.6% | 0.26% | +6.1% |
Q2 2022 | $789,000 | -19.0% | 13,040 | -5.7% | 0.25% | -5.7% |
Q1 2022 | $974,000 | -1.8% | 13,835 | -0.8% | 0.26% | +5.2% |
Q4 2021 | $992,000 | +11.0% | 13,951 | +3.3% | 0.25% | +6.4% |
Q3 2021 | $894,000 | +25.2% | 13,502 | +27.8% | 0.23% | +26.6% |
Q2 2021 | $714,000 | -2.3% | 10,568 | -5.4% | 0.18% | -9.4% |
Q1 2021 | $731,000 | +19.2% | 11,173 | +1.1% | 0.20% | +13.4% |
Q4 2020 | $613,000 | +9.1% | 11,047 | -14.7% | 0.18% | -4.8% |
Q3 2020 | $562,000 | +13.3% | 12,947 | +11.4% | 0.19% | +2.2% |
Q2 2020 | $496,000 | +2.1% | 11,625 | -15.7% | 0.18% | -15.2% |
Q1 2020 | $486,000 | -54.5% | 13,796 | -29.2% | 0.22% | -35.2% |
Q4 2019 | $1,067,000 | +10.9% | 19,478 | +3.9% | 0.34% | +5.7% |
Q3 2019 | $962,000 | +3.9% | 18,738 | +3.9% | 0.32% | +6.0% |
Q2 2019 | $926,000 | +6.1% | 18,034 | +4.1% | 0.30% | +3.8% |
Q1 2019 | $873,000 | +15.6% | 17,332 | +1.8% | 0.29% | +7.5% |
Q4 2018 | $755,000 | -18.6% | 17,028 | -1.4% | 0.27% | -9.5% |
Q3 2018 | $928,000 | +3.5% | 17,268 | +0.1% | 0.30% | -1.7% |
Q2 2018 | $897,000 | +12.8% | 17,243 | +115.7% | 0.30% | +13.2% |
Q1 2018 | $795,000 | – | 7,994 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
KWB Wealth | 302,159 | $19,770,000 | 3.79% |
ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |