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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $321,000 | +4.9% | 5,798 | -2.8% | 0.23% | -1.7% |
| Q3 2019 | $306,000 | -0.3% | 5,962 | 0.0% | 0.23% | +0.9% |
| Q2 2019 | $307,000 | -25.1% | 5,962 | -26.8% | 0.23% | -26.4% |
| Q1 2019 | $410,000 | -63.8% | 8,140 | -65.3% | 0.31% | -66.8% |
| Q4 2018 | $1,134,000 | -3.9% | 23,472 | -1.5% | 0.94% | -11.6% |
| Q3 2018 | $1,180,000 | -3.6% | 23,822 | +1.3% | 1.06% | -12.4% |
| Q2 2018 | $1,224,000 | +3.3% | 23,526 | +97.5% | 1.21% | +2.5% |
| Q1 2018 | $1,185,000 | -4.6% | 11,911 | -1.4% | 1.18% | +8.2% |
| Q4 2017 | $1,242,000 | – | 12,075 | – | 1.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |