SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 170 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $381,000 | -33.2% | 5,411 | -32.5% | 0.14% | +39.0% |
| Q4 2021 | $570,000 | +0.7% | 8,012 | -6.2% | 0.10% | -55.9% |
| Q3 2021 | $566,000 | -7.4% | 8,546 | -5.6% | 0.23% | +50.3% |
| Q2 2021 | $611,000 | -5.9% | 9,052 | -8.8% | 0.15% | -11.2% |
| Q1 2021 | $649,000 | +6.7% | 9,924 | -9.5% | 0.17% | -21.7% |
| Q4 2020 | $608,000 | +19.9% | 10,963 | -6.2% | 0.22% | +11.9% |
| Q3 2020 | $507,000 | +19.0% | 11,684 | +17.0% | 0.19% | +6.6% |
| Q2 2020 | $426,000 | -43.1% | 9,989 | -52.9% | 0.18% | -54.0% |
| Q1 2020 | $749,000 | -38.7% | 21,230 | -4.8% | 0.40% | -16.6% |
| Q4 2019 | $1,221,000 | +15.6% | 22,295 | +8.3% | 0.48% | -0.2% |
| Q3 2019 | $1,056,000 | +33.2% | 20,578 | +33.3% | 0.48% | +31.9% |
| Q2 2019 | $793,000 | +18.4% | 15,435 | +16.1% | 0.36% | +21.1% |
| Q1 2019 | $670,000 | +1993.8% | 13,292 | +2122.7% | 0.30% | +2028.6% |
| Q3 2018 | $32,000 | – | 598 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |