SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 203 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $259,956 | -5.7% | 4,008 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $275,667 | +7.3% | 4,008 | +3.1% | 0.00% | 0.0% |
| Q1 2023 | $256,916 | +46.6% | 3,888 | +43.6% | 0.00% | 0.0% |
| Q4 2022 | $175,259 | +14.5% | 2,708 | +2.4% | 0.00% | 0.0% |
| Q3 2022 | $153,000 | -28.8% | 2,644 | -25.7% | 0.00% | 0.0% |
| Q2 2022 | $215,000 | +9.1% | 3,557 | +27.0% | 0.00% | 0.0% |
| Q1 2022 | $197,000 | -4.4% | 2,801 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $206,000 | +2.5% | 2,898 | -4.3% | 0.00% | 0.0% |
| Q3 2021 | $201,000 | -1.5% | 3,028 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $204,000 | -1.0% | 3,028 | -4.0% | 0.00% | 0.0% |
| Q1 2021 | $206,000 | +9.0% | 3,154 | -7.2% | 0.00% | 0.0% |
| Q4 2020 | $189,000 | +410.8% | 3,398 | +300.7% | 0.00% | – |
| Q3 2020 | $37,000 | +76.2% | 848 | +69.6% | 0.00% | – |
| Q2 2020 | $21,000 | -12.5% | 500 | -25.9% | 0.00% | – |
| Q1 2020 | $24,000 | -36.8% | 675 | -2.5% | 0.00% | – |
| Q4 2019 | $38,000 | +22.6% | 692 | +15.3% | 0.00% | – |
| Q3 2019 | $31,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2019 | $31,000 | +3.3% | 600 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | +11.1% | 600 | 0.0% | 0.00% | – |
| Q4 2018 | $27,000 | -15.6% | 600 | 0.0% | 0.00% | – |
| Q3 2018 | $32,000 | +3.2% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $31,000 | +3.3% | 600 | +100.0% | 0.00% | – |
| Q1 2018 | $30,000 | – | 300 | – | 0.00% | – |
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% |