SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 39 filers reported holding SPDR SER TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,789 | -5.7% | 228 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,682 | +4.1% | 228 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $15,067 | +2.1% | 228 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $14,756 | +13.5% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $13,000 | -7.1% | 228 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $14,000 | -12.5% | 228 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $16,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $16,000 | +6.7% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $15,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $15,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $15,000 | +15.4% | 228 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $13,000 | +30.0% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $10,000 | 0.0% | 228 | 0.0% | 0.00% | +100.0% |
Q2 2020 | $10,000 | +25.0% | 228 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $8,000 | -33.3% | 228 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | -50.0% |
Q2 2019 | $12,000 | +9.1% | 228 | 0.0% | 0.00% | +100.0% |
Q1 2019 | $11,000 | -8.3% | 228 | 0.0% | 0.00% | -50.0% |
Q4 2018 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $12,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $12,000 | -20.0% | 228 | +52.0% | 0.00% | 0.0% |
Q1 2018 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $15,000 | -16.7% | 150 | -16.7% | 0.00% | -33.3% |
Q3 2017 | $18,000 | -43.8% | 180 | -45.5% | 0.00% | -40.0% |
Q2 2017 | $32,000 | -52.2% | 330 | -52.9% | 0.01% | -54.5% |
Q1 2017 | $67,000 | +1.5% | 700 | 0.0% | 0.01% | +10.0% |
Q4 2016 | $66,000 | +10.0% | 700 | 0.0% | 0.01% | +11.1% |
Q3 2016 | $60,000 | +3.4% | 700 | 0.0% | 0.01% | +12.5% |
Q2 2016 | $58,000 | +3.6% | 700 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $56,000 | +5.7% | 700 | 0.0% | 0.01% | +14.3% |
Q4 2015 | $53,000 | -1.9% | 700 | 0.0% | 0.01% | -22.2% |
Q3 2015 | $54,000 | -10.0% | 700 | 0.0% | 0.01% | -10.0% |
Q2 2015 | $60,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $60,000 | 0.0% | 700 | 0.0% | 0.01% | +42.9% |
Q4 2014 | $60,000 | – | 700 | – | 0.01% | – |
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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% |