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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $272,000 | +32.0% | 6,376 | +8.9% | 0.13% | +35.1% |
| Q1 2020 | $206,000 | -51.1% | 5,854 | -23.8% | 0.09% | -19.7% |
| Q4 2019 | $421,000 | +13.8% | 7,680 | +6.6% | 0.12% | +72.1% |
| Q3 2019 | $370,000 | +4.5% | 7,202 | +4.4% | 0.07% | +7.9% |
| Q2 2019 | $354,000 | +0.6% | 6,898 | -1.3% | 0.06% | +3.3% |
| Q1 2019 | $352,000 | +24.8% | 6,992 | +10.1% | 0.06% | +5.2% |
| Q4 2018 | $282,000 | -29.1% | 6,351 | -14.2% | 0.06% | -32.6% |
| Q3 2018 | $398,000 | +0.5% | 7,405 | -2.7% | 0.09% | -4.4% |
| Q2 2018 | $396,000 | – | 7,609 | – | 0.09% | – |
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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% |