SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,487,835 | -7.5% | 38,357 | -1.9% | 0.10% | -2.8% |
| Q2 2023 | $2,688,198 | -1.2% | 39,084 | -5.1% | 0.11% | -2.7% |
| Q1 2023 | $2,720,580 | +4.8% | 41,171 | +2.7% | 0.11% | +6.8% |
| Q4 2022 | $2,595,013 | +12.6% | 40,096 | +0.6% | 0.10% | -1.0% |
| Q3 2022 | $2,305,000 | -5.4% | 39,866 | -1.0% | 0.10% | 0.0% |
| Q2 2022 | $2,436,000 | -7.0% | 40,265 | +8.3% | 0.10% | 0.0% |
| Q1 2022 | $2,618,000 | -2.2% | 37,191 | -1.3% | 0.10% | -5.5% |
| Q4 2021 | $2,678,000 | +4.9% | 37,670 | -2.3% | 0.11% | -6.8% |
| Q3 2021 | $2,553,000 | -3.8% | 38,549 | -1.9% | 0.12% | -4.8% |
| Q2 2021 | $2,653,000 | -66.6% | 39,299 | -67.6% | 0.12% | -69.7% |
| Q1 2021 | $7,940,000 | +9.1% | 121,347 | -7.5% | 0.41% | +9.1% |
| Q4 2020 | $7,281,000 | +18.1% | 131,192 | -7.7% | 0.38% | +15.0% |
| Q3 2020 | $6,167,000 | -37.9% | 142,130 | -39.0% | 0.33% | -41.9% |
| Q2 2020 | $9,925,000 | +59.6% | 232,822 | +32.0% | 0.56% | +29.6% |
| Q1 2020 | $6,220,000 | -7.1% | 176,393 | +44.4% | 0.43% | +9.9% |
| Q4 2019 | $6,693,000 | +21.4% | 122,188 | +13.7% | 0.39% | +16.2% |
| Q3 2019 | $5,514,000 | +7.7% | 107,448 | +7.4% | 0.34% | +2.4% |
| Q2 2019 | $5,120,000 | +21.0% | 100,089 | +19.1% | 0.33% | +12.6% |
| Q1 2019 | $4,233,000 | +44.4% | 84,020 | +27.1% | 0.29% | +33.0% |
| Q4 2018 | $2,931,000 | -25.8% | 66,080 | -10.2% | 0.22% | -30.1% |
| Q3 2018 | $3,952,000 | +11.1% | 73,547 | +7.6% | 0.32% | -0.6% |
| Q2 2018 | $3,556,000 | +3.2% | 68,352 | +97.4% | 0.32% | +7.4% |
| Q1 2018 | $3,445,000 | +32.4% | 34,631 | +36.9% | 0.30% | +24.4% |
| Q4 2017 | $2,601,000 | -0.4% | 25,296 | -4.1% | 0.24% | +15.5% |
| Q3 2017 | $2,611,000 | +20.0% | 26,373 | +16.8% | 0.21% | +12.6% |
| Q2 2017 | $2,175,000 | +24.5% | 22,585 | +24.6% | 0.18% | +17.3% |
| Q1 2017 | $1,747,000 | +14.0% | 18,132 | +11.2% | 0.16% | -4.3% |
| Q4 2016 | $1,532,000 | – | 16,301 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |