SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 61 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $140,000 | +18.6% | 1,488 | +9.2% | 0.01% | +25.0% |
| Q3 2016 | $118,000 | -7.1% | 1,363 | -11.6% | 0.00% | -20.0% |
| Q2 2016 | $127,000 | +15.5% | 1,542 | +12.4% | 0.01% | 0.0% |
| Q1 2016 | $110,000 | +8.9% | 1,372 | +2.9% | 0.01% | 0.0% |
| Q4 2015 | $101,000 | +206.1% | 1,333 | +213.6% | 0.01% | +66.7% |
| Q3 2015 | $33,000 | -26.7% | 425 | -18.9% | 0.00% | 0.0% |
| Q2 2015 | $45,000 | +21.6% | 524 | +23.9% | 0.00% | 0.0% |
| Q1 2015 | $37,000 | +825.0% | 423 | +729.4% | 0.00% | – |
| Q4 2014 | $4,000 | 0.0% | 51 | 0.0% | 0.00% | – |
| Q3 2014 | $4,000 | 0.0% | 51 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $4,000 | -50.0% | 51 | -50.0% | 0.00% | 0.0% |
| Q1 2014 | $8,000 | +100.0% | 102 | +100.0% | 0.00% | 0.0% |
| Q4 2013 | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $4,000 | – | 51 | – | 0.00% | – |
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% |