SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 130 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $96,000 | +2.1% | 2,213 | +0.0% | 0.01% | -7.1% |
| Q2 2020 | $94,000 | +20.5% | 2,212 | +0.0% | 0.01% | -12.5% |
| Q1 2020 | $78,000 | -35.5% | 2,211 | +0.1% | 0.02% | -23.8% |
| Q4 2019 | $121,000 | +7.1% | 2,209 | +0.0% | 0.02% | -4.5% |
| Q3 2019 | $113,000 | 0.0% | 2,208 | +0.0% | 0.02% | -4.3% |
| Q2 2019 | $113,000 | +1.8% | 2,207 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $111,000 | +14.4% | 2,207 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $97,000 | -27.6% | 2,207 | -12.0% | 0.02% | -4.0% |
| Q3 2018 | $134,000 | -10.1% | 2,507 | -13.0% | 0.02% | -16.7% |
| Q2 2018 | $149,000 | – | 2,880 | – | 0.03% | – |
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% |