SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 59 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,508 | +26.8% | 265 | +24.4% | 0.00% | – |
| Q4 2022 | $13,810 | -1.4% | 213 | +1.4% | 0.00% | – |
| Q2 2021 | $14,000 | -33.3% | 210 | -44.1% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | -58.8% | 376 | -62.1% | 0.00% | -66.7% |
| Q3 2019 | $51,000 | 0.0% | 993 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $51,000 | +131.8% | 993 | +125.7% | 0.00% | +50.0% |
| Q1 2019 | $22,000 | – | 440 | +43900.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -99.5% | 0.00% | -100.0% |
| Q1 2018 | $20,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | -96.0% | 197 | -96.1% | 0.00% | -96.6% |
| Q3 2017 | $506,000 | +11.9% | 5,112 | +9.0% | 0.06% | -1.7% |
| Q2 2017 | $452,000 | +1.6% | 4,692 | +1.5% | 0.06% | -9.2% |
| Q1 2017 | $445,000 | +232.1% | 4,623 | +197.1% | 0.06% | +160.0% |
| Q3 2016 | $134,000 | +3250.0% | 1,556 | +3012.0% | 0.02% | +2400.0% |
| Q2 2016 | $4,000 | – | 50 | – | 0.00% | – |
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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% |