SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 78 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $39,398 | -5.3% | 607 | +0.3% | 0.02% | 0.0% |
Q2 2023 | $41,596 | +4.6% | 605 | +0.5% | 0.02% | 0.0% |
Q1 2023 | $39,767 | +2.5% | 602 | +0.3% | 0.02% | 0.0% |
Q4 2022 | $38,804 | +14.1% | 600 | +0.5% | 0.02% | +5.6% |
Q3 2022 | $34,000 | -5.6% | 597 | +0.7% | 0.02% | 0.0% |
Q2 2022 | $36,000 | -14.3% | 593 | +0.5% | 0.02% | 0.0% |
Q1 2022 | $42,000 | 0.0% | 590 | +0.3% | 0.02% | -14.3% |
Q4 2021 | $42,000 | +7.7% | 588 | +0.5% | 0.02% | +23.5% |
Q3 2021 | $39,000 | 0.0% | 585 | +0.3% | 0.02% | 0.0% |
Q2 2021 | $39,000 | +2.6% | 583 | +0.5% | 0.02% | 0.0% |
Q1 2021 | $38,000 | +18.8% | 580 | +0.5% | 0.02% | +6.2% |
Q4 2020 | $32,000 | +28.0% | 577 | +0.3% | 0.02% | +6.7% |
Q3 2020 | $25,000 | +4.2% | 575 | +0.3% | 0.02% | 0.0% |
Q2 2020 | $24,000 | +20.0% | 573 | +0.7% | 0.02% | 0.0% |
Q1 2020 | $20,000 | -35.5% | 569 | +0.9% | 0.02% | -11.8% |
Q4 2019 | $31,000 | +6.9% | 564 | +0.5% | 0.02% | +6.2% |
Q3 2019 | $29,000 | 0.0% | 561 | +0.9% | 0.02% | -5.9% |
Q2 2019 | $29,000 | +3.6% | 556 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $28,000 | +16.7% | 556 | +1.1% | 0.02% | 0.0% |
Q4 2018 | $24,000 | -17.2% | 550 | +0.4% | 0.02% | -5.6% |
Q3 2018 | $29,000 | +7.4% | 548 | 0.0% | 0.02% | -5.3% |
Q2 2018 | $27,000 | 0.0% | 548 | +100.7% | 0.02% | 0.0% |
Q1 2018 | $27,000 | -3.6% | 273 | +0.7% | 0.02% | 0.0% |
Q4 2017 | $28,000 | +3.7% | 271 | +1.1% | 0.02% | -5.0% |
Q3 2017 | $27,000 | +3.8% | 268 | +0.4% | 0.02% | 0.0% |
Q2 2017 | $26,000 | 0.0% | 267 | +0.8% | 0.02% | -4.8% |
Q1 2017 | $26,000 | +4.0% | 265 | +0.4% | 0.02% | 0.0% |
Q4 2016 | $25,000 | +8.7% | 264 | +0.4% | 0.02% | +10.5% |
Q3 2016 | $23,000 | +4.5% | 263 | +0.4% | 0.02% | 0.0% |
Q2 2016 | $22,000 | +4.8% | 262 | +0.8% | 0.02% | 0.0% |
Q1 2016 | $21,000 | +10.5% | 260 | +2.8% | 0.02% | +5.6% |
Q4 2015 | $19,000 | – | 253 | – | 0.02% | – |
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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% |