SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 44 filers reported holding SPDR SER TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,941,393 | +35.0% | 29,932 | +43.2% | 0.00% | +50.0% |
| Q2 2023 | $1,437,733 | +24.4% | 20,903 | +19.6% | 0.00% | 0.0% |
| Q1 2023 | $1,155,340 | -0.4% | 17,484 | -2.5% | 0.00% | 0.0% |
| Q4 2022 | $1,160,413 | -14.8% | 17,930 | -23.9% | 0.00% | 0.0% |
| Q3 2022 | $1,362,000 | -5.7% | 23,548 | -1.3% | 0.00% | 0.0% |
| Q2 2022 | $1,444,000 | -52.6% | 23,867 | -44.9% | 0.00% | -60.0% |
| Q1 2022 | $3,048,000 | +75.8% | 43,301 | +77.5% | 0.01% | +66.7% |
| Q4 2021 | $1,734,000 | +11.2% | 24,393 | +3.6% | 0.00% | 0.0% |
| Q3 2021 | $1,559,000 | +4.9% | 23,539 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $1,486,000 | -10.5% | 22,012 | -13.3% | 0.00% | 0.0% |
| Q1 2021 | $1,661,000 | +19.5% | 25,381 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $1,390,000 | +32.3% | 25,037 | +3.4% | 0.00% | 0.0% |
| Q3 2020 | $1,051,000 | +20.1% | 24,211 | +17.9% | 0.00% | 0.0% |
| Q2 2020 | $875,000 | +12400.0% | 20,534 | +28028.8% | 0.00% | – |
| Q2 2017 | $7,000 | +75.0% | 73 | +62.2% | 0.00% | – |
| Q4 2016 | $4,000 | -20.0% | 45 | -25.0% | 0.00% | – |
| Q2 2016 | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2016 | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2015 | $5,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2015 | $5,000 | – | 60 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |