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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
KWB Wealth | 331,354 | $21,946,000 | 3.90% |
Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |