SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 56 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | -25.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | +33.3% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -77.8% | 52 | -69.8% | 0.00% | -75.0% |
| Q4 2019 | $9,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 172 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 172 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $9,000 | +12.5% | 172 | 0.0% | 0.01% | +25.0% |
| Q4 2018 | $8,000 | -11.1% | 172 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $9,000 | 0.0% | 172 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 172 | +100.0% | 0.01% | -50.0% |
| Q1 2018 | $9,000 | -10.0% | 86 | -10.4% | 0.01% | +66.7% |
| Q4 2017 | $10,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | 0.0% | 96 | -4.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $10,000 | -52.4% | 100 | -55.6% | 0.01% | -53.3% |
| Q4 2016 | $21,000 | +10.5% | 225 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $19,000 | -5.0% | 225 | -6.2% | 0.01% | -6.7% |
| Q2 2016 | $20,000 | -16.7% | 240 | -18.6% | 0.02% | -21.1% |
| Q1 2016 | $24,000 | +4.3% | 295 | 0.0% | 0.02% | +72.7% |
| Q3 2015 | $23,000 | -25.8% | 295 | -16.9% | 0.01% | -26.7% |
| Q2 2015 | $31,000 | +47.6% | 355 | +47.9% | 0.02% | +50.0% |
| Q1 2015 | $21,000 | +5.0% | 240 | 0.0% | 0.01% | -9.1% |
| Q4 2014 | $20,000 | – | 240 | – | 0.01% | – |
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% |