SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 146 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,656 | -13.2% | 442 | -7.9% | 0.01% | -20.0% |
Q2 2023 | $33,005 | +4.6% | 480 | +0.4% | 0.01% | +11.1% |
Q1 2023 | $31,553 | +101683.9% | 478 | +0.4% | 0.01% | -10.0% |
Q4 2022 | $31 | -99.9% | 476 | +0.6% | 0.01% | +11.1% |
Q3 2022 | $27,000 | -3.6% | 473 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $28,000 | -15.2% | 471 | +0.6% | 0.01% | 0.0% |
Q1 2022 | $33,000 | 0.0% | 468 | +0.2% | 0.01% | 0.0% |
Q4 2021 | $33,000 | +6.5% | 467 | +0.6% | 0.01% | 0.0% |
Q3 2021 | $31,000 | 0.0% | 464 | +0.4% | 0.01% | 0.0% |
Q2 2021 | $31,000 | +3.3% | 462 | +0.2% | 0.01% | -10.0% |
Q1 2021 | $30,000 | +20.0% | 461 | +0.4% | 0.01% | +11.1% |
Q4 2020 | $25,000 | +25.0% | 459 | +0.4% | 0.01% | +12.5% |
Q3 2020 | $20,000 | +5.3% | 457 | +0.4% | 0.01% | +33.3% |
Q2 2020 | $19,000 | -24.0% | 455 | -34.9% | 0.01% | -45.5% |
Q1 2020 | $25,000 | -56.1% | 699 | -32.9% | 0.01% | -52.2% |
Q4 2019 | $57,000 | -5.0% | 1,041 | -12.6% | 0.02% | -32.4% |
Q3 2019 | $60,000 | -16.7% | 1,191 | -14.5% | 0.03% | -20.9% |
Q2 2019 | $72,000 | +4.3% | 1,393 | +0.4% | 0.04% | -8.5% |
Q1 2019 | $69,000 | -4.2% | 1,388 | -14.1% | 0.05% | -25.4% |
Q4 2018 | $72,000 | – | 1,616 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
KWB Wealth | 331,354 | $21,946,000 | 3.90% |
Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |