SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 85 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,864 | -0.3% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $6,888 | -73.5% | 100 | -78.6% | 0.00% | – |
| Q4 2019 | $26,000 | -23.5% | 468 | -29.3% | 0.00% | – |
| Q2 2019 | $34,000 | +3.0% | 662 | 0.0% | 0.00% | – |
| Q1 2019 | $33,000 | +13.8% | 662 | 0.0% | 0.00% | – |
| Q4 2018 | $29,000 | -19.4% | 662 | 0.0% | 0.00% | – |
| Q3 2018 | $36,000 | +5.9% | 662 | 0.0% | 0.00% | – |
| Q2 2018 | $34,000 | +3.0% | 662 | +100.0% | 0.00% | – |
| Q1 2018 | $33,000 | -8.3% | 331 | -6.5% | 0.00% | – |
| Q4 2017 | $36,000 | +9.1% | 354 | +6.9% | 0.00% | – |
| Q3 2017 | $33,000 | +3.1% | 331 | 0.0% | 0.00% | – |
| Q2 2017 | $32,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q1 2017 | $32,000 | +3.2% | 331 | 0.0% | 0.00% | – |
| Q4 2016 | $31,000 | +6.9% | 331 | 0.0% | 0.00% | – |
| Q3 2016 | $29,000 | +7.4% | 331 | 0.0% | 0.00% | – |
| Q2 2016 | $27,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q1 2016 | $27,000 | +8.0% | 331 | 0.0% | 0.00% | – |
| Q4 2015 | $25,000 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q3 2015 | $25,000 | -10.7% | 331 | 0.0% | 0.00% | – |
| Q2 2015 | $28,000 | -3.4% | 331 | 0.0% | 0.00% | – |
| Q1 2015 | $29,000 | +3.6% | 331 | 0.0% | 0.00% | – |
| Q4 2014 | $28,000 | +3.7% | 331 | 0.0% | 0.00% | – |
| Q3 2014 | $27,000 | – | 331 | – | 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% |