SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 110 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |