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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $65,000 | +18.2% | 990 | -36.3% | 0.01% | -11.1% |
| Q1 2020 | $55,000 | -99.3% | 1,554 | -98.9% | 0.01% | -99.2% |
| Q4 2019 | $7,616,000 | +6.7% | 139,033 | 0.0% | 1.15% | -12.7% |
| Q3 2019 | $7,135,000 | -0.1% | 139,033 | 0.0% | 1.32% | -3.2% |
| Q2 2019 | $7,142,000 | +1.7% | 139,033 | -0.3% | 1.36% | -6.0% |
| Q1 2019 | $7,026,000 | +12.2% | 139,473 | -1.2% | 1.45% | -8.3% |
| Q4 2018 | $6,260,000 | – | 141,118 | – | 1.58% | – |
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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% |