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 | $691 | +53.6% | 10,658 | +63.0% | 0.00% | +100.0% |
| Q2 2023 | $450 | -1.7% | 6,539 | -5.7% | 0.00% | -33.3% |
| Q1 2023 | $458 | -73.1% | 6,931 | -73.6% | 0.00% | -72.7% |
| Q4 2022 | $1,702 | -99.5% | 26,302 | +309.1% | 0.01% | +266.7% |
| Q3 2022 | $372,000 | -2.4% | 6,429 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $381,000 | -80.0% | 6,295 | -76.7% | 0.00% | -76.9% |
| Q1 2022 | $1,901,000 | +260.7% | 27,015 | +264.4% | 0.01% | +225.0% |
| Q4 2021 | $527,000 | -8.2% | 7,413 | -14.5% | 0.00% | -20.0% |
| Q3 2021 | $574,000 | -66.3% | 8,666 | -65.6% | 0.01% | -64.3% |
| Q2 2021 | $1,702,000 | +107.6% | 25,207 | +101.2% | 0.01% | +75.0% |
| Q1 2021 | $820,000 | -2.8% | 12,526 | -17.6% | 0.01% | -11.1% |
| Q4 2020 | $844,000 | +66.1% | 15,204 | +29.8% | 0.01% | +50.0% |
| Q3 2020 | $508,000 | +0.6% | 11,711 | -1.2% | 0.01% | -14.3% |
| Q2 2020 | $505,000 | +16.4% | 11,858 | -3.7% | 0.01% | 0.0% |
| Q1 2020 | $434,000 | -36.3% | 12,315 | -0.9% | 0.01% | -30.0% |
| Q4 2019 | $681,000 | +7.1% | 12,426 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $636,000 | -16.8% | 12,397 | -16.6% | 0.01% | -9.1% |
| Q2 2019 | $764,000 | +0.7% | 14,863 | -1.4% | 0.01% | -8.3% |
| Q1 2019 | $759,000 | +5.3% | 15,069 | -7.2% | 0.01% | -7.7% |
| Q4 2018 | $721,000 | -19.4% | 16,245 | -2.4% | 0.01% | -13.3% |
| Q3 2018 | $895,000 | +33.2% | 16,648 | +28.9% | 0.02% | 0.0% |
| Q2 2018 | $672,000 | +20.0% | 12,916 | +129.4% | 0.02% | +25.0% |
| Q1 2018 | $560,000 | +51.8% | 5,631 | +57.1% | 0.01% | +71.4% |
| Q4 2017 | $369,000 | – | 3,584 | – | 0.01% | – |
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% |