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 | $348,313 | -5.7% | 5,370 | 0.0% | 0.11% | -3.6% |
| Q2 2023 | $369,364 | +6.4% | 5,370 | +2.2% | 0.11% | +2.8% |
| Q1 2023 | $347,266 | +2.1% | 5,255 | 0.0% | 0.11% | -5.3% |
| Q4 2022 | $340,119 | +11.9% | 5,255 | 0.0% | 0.11% | -6.6% |
| Q3 2022 | $304,000 | -4.4% | 5,255 | 0.0% | 0.12% | +9.9% |
| Q2 2022 | $318,000 | -14.1% | 5,255 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $370,000 | -0.3% | 5,255 | +0.8% | 0.11% | -8.3% |
| Q4 2021 | $371,000 | +0.8% | 5,211 | -6.1% | 0.12% | +3.4% |
| Q3 2021 | $368,000 | -3.2% | 5,549 | -1.4% | 0.12% | -14.6% |
| Q2 2021 | $380,000 | +1.3% | 5,629 | -1.7% | 0.14% | -0.7% |
| Q1 2021 | $375,000 | +15.4% | 5,729 | -2.1% | 0.14% | +23.2% |
| Q4 2020 | $325,000 | +20.8% | 5,853 | -5.6% | 0.11% | +10.9% |
| Q3 2020 | $269,000 | -4.9% | 6,201 | -6.6% | 0.10% | -12.2% |
| Q2 2020 | $283,000 | +17.4% | 6,636 | -2.9% | 0.12% | +6.5% |
| Q1 2020 | $241,000 | -40.6% | 6,836 | -7.8% | 0.11% | -31.6% |
| Q4 2019 | $406,000 | +2.8% | 7,416 | -3.6% | 0.16% | -3.1% |
| Q3 2019 | $395,000 | -14.7% | 7,693 | -14.7% | 0.16% | -19.7% |
| Q2 2019 | $463,000 | +0.4% | 9,015 | -1.5% | 0.20% | -2.4% |
| Q1 2019 | $461,000 | -53.9% | 9,148 | -59.5% | 0.21% | -56.0% |
| Q4 2018 | $1,001,000 | +101.4% | 22,560 | +143.8% | 0.47% | +109.3% |
| Q3 2018 | $497,000 | +6.9% | 9,253 | +3.5% | 0.23% | +1.3% |
| Q2 2018 | $465,000 | +3.8% | 8,936 | +98.4% | 0.22% | -2.2% |
| Q1 2018 | $448,000 | -3.0% | 4,503 | +0.2% | 0.23% | -20.6% |
| Q4 2017 | $462,000 | +1.3% | 4,493 | -2.4% | 0.29% | -4.0% |
| Q3 2017 | $456,000 | -3.0% | 4,605 | -5.7% | 0.30% | -8.0% |
| Q2 2017 | $470,000 | +7.8% | 4,885 | +7.9% | 0.32% | +3.5% |
| Q1 2017 | $436,000 | -3.3% | 4,526 | -5.8% | 0.31% | -22.1% |
| Q4 2016 | $451,000 | +10.8% | 4,804 | +1.9% | 0.40% | -7.4% |
| Q3 2016 | $407,000 | +4.4% | 4,714 | -0.2% | 0.44% | +0.5% |
| Q2 2016 | $390,000 | -12.4% | 4,722 | -14.8% | 0.43% | +6.7% |
| Q1 2016 | $445,000 | -70.5% | 5,541 | -72.1% | 0.41% | -66.3% |
| Q4 2015 | $1,507,000 | +6.9% | 19,840 | +7.8% | 1.20% | -31.4% |
| Q3 2015 | $1,410,000 | -0.6% | 18,405 | +11.5% | 1.75% | +13.6% |
| Q2 2015 | $1,419,000 | +17.2% | 16,505 | +18.5% | 1.54% | +25.2% |
| Q1 2015 | $1,211,000 | +1.9% | 13,925 | 0.0% | 1.23% | -2.3% |
| Q4 2014 | $1,188,000 | – | 13,925 | – | 1.26% | – |
Download | ||||||
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% |