SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 59 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,350 | -5.7% | 3,644 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $250,634 | +4.1% | 3,644 | 0.0% | 0.06% | +16.3% |
| Q1 2023 | $240,796 | +2.1% | 3,644 | 0.0% | 0.05% | -5.8% |
| Q4 2022 | $235,840 | +11.8% | 3,644 | 0.0% | 0.05% | -16.1% |
| Q3 2022 | $211,000 | -8.3% | 3,644 | -4.3% | 0.06% | -3.1% |
| Q2 2022 | $230,000 | -14.2% | 3,806 | 0.0% | 0.06% | -5.9% |
| Q1 2022 | $268,000 | -2.2% | 3,806 | -1.3% | 0.07% | +4.6% |
| Q4 2021 | $274,000 | +7.5% | 3,856 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $255,000 | -1.9% | 3,856 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $260,000 | +3.2% | 3,856 | 0.0% | 0.07% | +8.1% |
| Q1 2021 | $252,000 | +17.8% | 3,856 | 0.0% | 0.06% | +3.3% |
| Q4 2020 | $214,000 | -8.5% | 3,856 | -29.7% | 0.06% | -25.0% |
| Q2 2020 | $234,000 | -82.5% | 5,486 | -85.5% | 0.08% | -83.7% |
| Q1 2020 | $1,336,000 | -35.7% | 37,891 | -0.1% | 0.49% | -21.0% |
| Q4 2019 | $2,077,000 | +6.7% | 37,911 | -0.0% | 0.62% | +2.5% |
| Q3 2019 | $1,946,000 | -0.2% | 37,919 | -0.1% | 0.60% | -11.0% |
| Q2 2019 | $1,949,000 | +1.9% | 37,947 | 0.0% | 0.68% | -5.7% |
| Q1 2019 | $1,912,000 | +12.5% | 37,947 | -0.9% | 0.72% | -1.8% |
| Q4 2018 | $1,699,000 | -20.0% | 38,291 | -3.1% | 0.73% | -45.4% |
| Q3 2018 | $2,124,000 | +1.4% | 39,533 | -1.8% | 1.34% | -3.4% |
| Q2 2018 | $2,095,000 | -48.7% | 40,272 | -2.0% | 1.39% | +20.7% |
| Q1 2018 | $4,086,000 | +79.7% | 41,074 | +85.8% | 1.15% | -12.3% |
| Q4 2017 | $2,274,000 | +4.0% | 22,110 | +0.1% | 1.31% | -6.7% |
| Q3 2017 | $2,186,000 | -6.1% | 22,079 | -8.7% | 1.41% | -7.8% |
| Q2 2017 | $2,328,000 | +1.8% | 24,171 | +1.9% | 1.53% | -2.2% |
| Q1 2017 | $2,286,000 | +4.9% | 23,727 | +2.3% | 1.56% | +5.5% |
| Q4 2016 | $2,179,000 | +5.7% | 23,191 | -2.9% | 1.48% | +11.0% |
| Q3 2016 | $2,062,000 | +4.6% | 23,875 | +0.3% | 1.34% | +0.4% |
| Q2 2016 | $1,971,000 | +5.2% | 23,815 | +2.1% | 1.33% | +1.8% |
| Q1 2016 | $1,874,000 | -14.6% | 23,325 | -19.2% | 1.31% | -48.6% |
| Q4 2015 | $2,194,000 | – | 28,862 | – | 2.54% | – |
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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% |