SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 160 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,740,000 | -0.1% | 92,376 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $4,746,000 | +104.0% | 92,376 | +100.0% | 0.01% | 0.0% |
| Q1 2019 | $2,327,000 | +13.6% | 46,188 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,049,000 | -17.4% | 46,188 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,482,000 | +3.3% | 46,188 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $2,403,000 | +4.6% | 46,188 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $2,297,000 | -3.3% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,375,000 | +3.8% | 23,094 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $2,287,000 | +2.8% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $2,224,000 | -0.0% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $2,225,000 | +2.5% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $2,170,000 | +8.8% | 23,094 | 0.0% | 0.01% | +11.1% |
| Q3 2016 | $1,995,000 | +4.4% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $1,911,000 | +3.0% | 23,094 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $1,856,000 | +5.8% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $1,755,000 | -0.8% | 23,094 | 0.0% | 0.01% | +14.3% |
| Q3 2015 | $1,770,000 | -10.9% | 23,094 | 0.0% | 0.01% | -12.5% |
| Q2 2015 | $1,986,000 | -1.3% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $2,012,000 | +2.1% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $1,970,000 | +3.9% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,896,000 | -4.9% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $1,993,000 | +5.3% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $1,893,000 | +3.7% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $1,826,000 | +7.6% | 23,094 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $1,697,000 | +5.9% | 23,094 | 0.0% | 0.01% | -11.1% |
| Q2 2013 | $1,603,000 | – | 23,094 | – | 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% |