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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $162,000 | +5.2% | 3,209 | -7.5% | 0.01% | -14.3% |
| Q4 2018 | $154,000 | -17.2% | 3,468 | +0.2% | 0.01% | -6.7% |
| Q3 2018 | $186,000 | -11.0% | 3,462 | -13.8% | 0.02% | -21.1% |
| Q2 2018 | $209,000 | +0.5% | 4,014 | +92.1% | 0.02% | -5.0% |
| Q1 2018 | $208,000 | -7.1% | 2,090 | -4.1% | 0.02% | -9.1% |
| Q4 2017 | $224,000 | +2.8% | 2,179 | -1.1% | 0.02% | -8.3% |
| Q3 2017 | $218,000 | +3.8% | 2,203 | +1.2% | 0.02% | -4.0% |
| Q2 2017 | $210,000 | -0.9% | 2,177 | -1.0% | 0.02% | -16.7% |
| Q1 2017 | $212,000 | -5.8% | 2,199 | -8.3% | 0.03% | -11.8% |
| Q4 2016 | $225,000 | +5.6% | 2,399 | -2.6% | 0.03% | +3.0% |
| Q3 2016 | $213,000 | +10.4% | 2,463 | +5.8% | 0.03% | +3.1% |
| Q2 2016 | $193,000 | +6.0% | 2,329 | +3.0% | 0.03% | 0.0% |
| Q1 2016 | $182,000 | +9.6% | 2,262 | +3.4% | 0.03% | +3.2% |
| Q4 2015 | $166,000 | – | 2,187 | – | 0.03% | – |
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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% |