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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $349,000 | +6.7% | 6,378 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $327,000 | -0.3% | 6,378 | 0.0% | 0.03% | -3.1% |
| Q2 2019 | $328,000 | +2.2% | 6,378 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $321,000 | +13.4% | 6,378 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $283,000 | -17.5% | 6,378 | 0.0% | 0.03% | -17.9% |
| Q3 2018 | $343,000 | +3.3% | 6,378 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $332,000 | +4.7% | 6,378 | +100.0% | 0.04% | -5.0% |
| Q1 2018 | $317,000 | -3.4% | 3,189 | 0.0% | 0.04% | +2.6% |
| Q4 2017 | $328,000 | +3.8% | 3,189 | 0.0% | 0.04% | -18.8% |
| Q3 2017 | $316,000 | 0.0% | 3,189 | -2.7% | 0.05% | -5.9% |
| Q2 2017 | $316,000 | 0.0% | 3,279 | 0.0% | 0.05% | -5.6% |
| Q1 2017 | $316,000 | +2.6% | 3,279 | 0.0% | 0.05% | -3.6% |
| Q4 2016 | $308,000 | +8.8% | 3,279 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $283,000 | +0.7% | 3,279 | -3.6% | 0.06% | -6.7% |
| Q2 2016 | $281,000 | -39.3% | 3,400 | -44.1% | 0.06% | -50.4% |
| Q4 2015 | $463,000 | – | 6,086 | – | 0.12% | – |
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% |