SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 130 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,458 | -5.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $20,634 | +4.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,824 | +104236.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $19 | -99.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -14.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2021 | $21,000 | -47.5% | 300 | -50.0% | 0.00% | -100.0% |
| Q3 2021 | $40,000 | -2.4% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $41,000 | +2.5% | 600 | -0.8% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | +21.2% | 605 | +0.8% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +26.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +23.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -36.4% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +3.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +14.3% | 600 | +100.0% | 0.00% | -50.0% |
| Q4 2016 | $28,000 | – | 300 | – | 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% |