SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 117 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,389 | -8.7% | 4,508 | -0.7% | 0.08% | -3.6% |
| Q2 2023 | $320,292 | +4.1% | 4,538 | -2.6% | 0.08% | -6.7% |
| Q1 2023 | $307,801 | +1.3% | 4,658 | -0.7% | 0.09% | -8.2% |
| Q4 2022 | $303,731 | +6.6% | 4,693 | -2.5% | 0.10% | +1.0% |
| Q3 2022 | $285,000 | -2.4% | 4,811 | -0.4% | 0.10% | +4.3% |
| Q2 2022 | $292,000 | -14.4% | 4,831 | -0.3% | 0.09% | 0.0% |
| Q1 2022 | $341,000 | -1.2% | 4,846 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $345,000 | +3.0% | 4,846 | -4.2% | 0.09% | -6.0% |
| Q3 2021 | $335,000 | -1.8% | 5,056 | 0.0% | 0.10% | +7.5% |
| Q2 2021 | $341,000 | -1.7% | 5,056 | -4.7% | 0.09% | +27.4% |
| Q1 2021 | $347,000 | +2.7% | 5,306 | -12.9% | 0.07% | -2.7% |
| Q4 2020 | $338,000 | +10.5% | 6,094 | -13.5% | 0.08% | -3.8% |
| Q3 2020 | $306,000 | -14.5% | 7,045 | -16.1% | 0.08% | -8.2% |
| Q2 2020 | $358,000 | +18.2% | 8,394 | -2.4% | 0.08% | -4.5% |
| Q1 2020 | $303,000 | -48.3% | 8,602 | -19.5% | 0.09% | -39.9% |
| Q4 2019 | $586,000 | +2.4% | 10,690 | -4.0% | 0.15% | -5.7% |
| Q3 2019 | $572,000 | -21.4% | 11,139 | -21.4% | 0.16% | -25.2% |
| Q2 2019 | $728,000 | +1.4% | 14,163 | -0.7% | 0.21% | -7.5% |
| Q1 2019 | $718,000 | +13.1% | 14,261 | -0.4% | 0.23% | -9.9% |
| Q4 2018 | $635,000 | -23.5% | 14,320 | -7.2% | 0.25% | -15.2% |
| Q3 2018 | $830,000 | +3.0% | 15,439 | -0.3% | 0.30% | -2.9% |
| Q2 2018 | $806,000 | +0.9% | 15,488 | +92.9% | 0.31% | -10.3% |
| Q1 2018 | $799,000 | -8.9% | 8,029 | -5.9% | 0.34% | -6.3% |
| Q4 2017 | $877,000 | – | 8,529 | – | 0.36% | – |
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% |