SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 163 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |