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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |