SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 161 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,341,127 | -15.7% | 97,766 | -10.6% | 1.94% | -12.9% |
| Q2 2023 | $7,519,382 | +3.0% | 109,325 | -1.1% | 2.22% | -1.4% |
| Q1 2023 | $7,301,062 | +1.3% | 110,488 | -0.8% | 2.25% | -4.2% |
| Q4 2022 | $7,208,919 | +11.9% | 111,386 | -0.0% | 2.35% | +2.4% |
| Q3 2022 | $6,443,000 | -2.9% | 111,431 | +1.6% | 2.30% | +1.2% |
| Q2 2022 | $6,637,000 | -14.0% | 109,701 | -0.0% | 2.27% | +1.4% |
| Q1 2022 | $7,721,000 | +4.9% | 109,703 | +6.0% | 2.24% | +8.9% |
| Q4 2021 | $7,358,000 | +31.8% | 103,483 | +25.2% | 2.06% | +8.4% |
| Q3 2021 | $5,581,000 | 0.0% | 82,657 | 0.0% | 1.90% | +0.2% |
| Q2 2021 | $5,581,000 | +23.2% | 82,657 | +19.4% | 1.90% | +14.6% |
| Q1 2021 | $4,531,000 | +22.2% | 69,244 | +3.6% | 1.65% | +11.0% |
| Q4 2020 | $3,709,000 | +28.6% | 66,831 | +0.5% | 1.49% | +13.1% |
| Q3 2020 | $2,884,000 | -1.7% | 66,477 | -3.4% | 1.32% | -8.4% |
| Q2 2020 | $2,934,000 | +20.0% | 68,827 | -0.7% | 1.44% | -1.7% |
| Q1 2020 | $2,444,000 | -31.9% | 69,327 | +5.8% | 1.46% | -9.9% |
| Q4 2019 | $3,588,000 | +17.0% | 65,502 | +9.6% | 1.62% | +8.3% |
| Q3 2019 | $3,067,000 | +2.1% | 59,756 | +2.2% | 1.50% | +0.3% |
| Q2 2019 | $3,004,000 | +46.0% | 58,482 | +43.2% | 1.49% | +27.3% |
| Q1 2019 | $2,058,000 | +18.3% | 40,850 | +4.2% | 1.17% | +2.8% |
| Q4 2018 | $1,740,000 | -21.7% | 39,218 | -5.1% | 1.14% | -6.4% |
| Q3 2018 | $2,221,000 | +7.7% | 41,337 | +4.3% | 1.22% | -2.9% |
| Q2 2018 | $2,063,000 | +16.0% | 39,641 | +121.8% | 1.26% | +17.3% |
| Q1 2018 | $1,778,000 | +18.6% | 17,870 | +22.6% | 1.07% | +12.1% |
| Q4 2017 | $1,499,000 | +455.2% | 14,574 | +433.7% | 0.96% | +384.8% |
| Q3 2017 | $270,000 | – | 2,731 | – | 0.20% | – |
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% |