SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 41 filers reported holding SPDR SER TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,488 | -93.8% | 3,107 | -93.8% | 0.01% | -94.5% |
| Q4 2022 | $3,241,663 | -31.6% | 50,088 | -25.6% | 0.09% | -41.3% |
| Q1 2022 | $4,739,000 | +17.4% | 67,319 | -7.4% | 0.16% | -28.2% |
| Q4 2020 | $4,037,000 | +1130.8% | 72,723 | +1818.8% | 0.22% | +237.5% |
| Q3 2016 | $328,000 | +4.5% | 3,790 | -0.0% | 0.06% | +1.6% |
| Q2 2016 | $314,000 | +7.5% | 3,791 | +4.1% | 0.06% | -7.4% |
| Q1 2016 | $292,000 | +1.7% | 3,640 | -3.5% | 0.07% | +17.2% |
| Q4 2015 | $287,000 | -5.9% | 3,771 | -5.0% | 0.06% | -20.5% |
| Q3 2015 | $305,000 | -1.0% | 3,970 | +11.2% | 0.07% | -5.2% |
| Q2 2015 | $308,000 | -4.9% | 3,570 | -4.0% | 0.08% | -2.5% |
| Q1 2015 | $324,000 | +6.9% | 3,720 | +4.6% | 0.08% | +1216.7% |
| Q4 2014 | $303,000 | -99.7% | 3,555 | +199.5% | 0.01% | -75.0% |
| Q2 2014 | $102,414,000 | +75762.2% | 1,187 | -35.5% | 0.02% | -47.8% |
| Q3 2013 | $135,000 | – | 1,839 | – | 0.05% | – |
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% |