SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 163 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $0 | -100.0% | 6 | -89.3% | 0.00% | -100.0% |
| Q1 2020 | $2,060,000 | -32.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $3,052,000 | -82.5% | 56 | -84.2% | 0.00% | -80.0% |
| Q3 2019 | $17,483,000 | +89.8% | 354 | +97.8% | 0.01% | +66.7% |
| Q1 2019 | $9,210,000 | -43.2% | 179 | -99.9% | 0.00% | -99.9% |
| Q3 2018 | $16,206,000 | -2.1% | 337,064 | +7.7% | 4.12% | -0.9% |
| Q2 2018 | $16,557,000 | +12.5% | 313,102 | +117.8% | 4.15% | -18.6% |
| Q1 2018 | $14,719,000 | +1.6% | 143,767 | +3.6% | 5.10% | +8.4% |
| Q4 2017 | $14,488,000 | +644.5% | 138,774 | +609.8% | 4.71% | +765.3% |
| Q3 2017 | $1,946,000 | +35.5% | 19,552 | +31.6% | 0.54% | +30.8% |
| Q2 2017 | $1,436,000 | +28.1% | 14,854 | +27.7% | 0.42% | +7.2% |
| Q1 2017 | $1,121,000 | – | 11,633 | – | 0.39% | – |
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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% |