SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 85 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $272,000 | +7.5% | 4,031 | +4.3% | 0.14% | +31.5% |
| Q1 2021 | $253,000 | +18.2% | 3,866 | +0.4% | 0.11% | +6.9% |
| Q4 2020 | $214,000 | +28.9% | 3,851 | +0.4% | 0.10% | +18.8% |
| Q3 2020 | $166,000 | -0.6% | 3,837 | -2.0% | 0.08% | -4.5% |
| Q2 2020 | $167,000 | -1.2% | 3,915 | -18.5% | 0.09% | -16.8% |
| Q1 2020 | $169,000 | -55.4% | 4,805 | -30.5% | 0.11% | -37.1% |
| Q4 2019 | $379,000 | -17.1% | 6,918 | -22.3% | 0.17% | -19.0% |
| Q3 2019 | $457,000 | -1.9% | 8,899 | -1.9% | 0.21% | -1.9% |
| Q2 2019 | $466,000 | +1.1% | 9,075 | -0.8% | 0.21% | +7.5% |
| Q1 2019 | $461,000 | +9.2% | 9,151 | -3.9% | 0.20% | 0.0% |
| Q4 2018 | $422,000 | -18.4% | 9,518 | -1.0% | 0.20% | +3.1% |
| Q3 2018 | $517,000 | +17.5% | 9,616 | +13.7% | 0.19% | +5.5% |
| Q2 2018 | $440,000 | +0.9% | 8,460 | +93.2% | 0.18% | +46.4% |
| Q1 2018 | $436,000 | -8.2% | 4,380 | -5.1% | 0.12% | -10.1% |
| Q4 2017 | $475,000 | +0.8% | 4,615 | -2.9% | 0.14% | -12.0% |
| Q3 2017 | $471,000 | +2.8% | 4,755 | 0.0% | 0.16% | -3.1% |
| Q2 2017 | $458,000 | +19.3% | 4,755 | +19.3% | 0.16% | -22.7% |
| Q1 2017 | $384,000 | +33.3% | 3,985 | +30.0% | 0.21% | +26.3% |
| Q4 2016 | $288,000 | +8.7% | 3,065 | 0.0% | 0.17% | +6.4% |
| Q3 2016 | $265,000 | – | 3,065 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |