SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 161 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,251,000 | -39.9% | 80,252 | -49.0% | 0.63% | -41.5% |
| Q4 2020 | $8,738,000 | +32.2% | 157,434 | +3.3% | 1.08% | +22.8% |
| Q3 2020 | $6,610,000 | +3.3% | 152,348 | +1.5% | 0.88% | -4.0% |
| Q2 2020 | $6,400,000 | +21.9% | 150,121 | +0.8% | 0.92% | +4.9% |
| Q1 2020 | $5,252,000 | -65.5% | 148,948 | -46.4% | 0.87% | -57.2% |
| Q4 2019 | $15,228,000 | +8.6% | 277,992 | +1.7% | 2.04% | +1.5% |
| Q3 2019 | $14,023,000 | +4.6% | 273,256 | +4.7% | 2.01% | -1.3% |
| Q2 2019 | $13,402,000 | +5.8% | 260,897 | +3.8% | 2.04% | -0.7% |
| Q1 2019 | $12,666,000 | +15.1% | 251,439 | +1.4% | 2.05% | +5.9% |
| Q4 2018 | $11,002,000 | – | 248,015 | – | 1.93% | – |
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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% |