SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 170 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 320,064 | $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% |