SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,951 | +4.1% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $29,736 | +2.1% | 450 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $29,124 | +12.0% | 450 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $26,000 | -3.7% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -15.6% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $32,000 | 0.0% | 450 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $32,000 | +6.7% | 450 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $30,000 | 0.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +3.4% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $29,000 | +16.0% | 450 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $25,000 | -41.9% | 450 | -54.4% | 0.01% | -44.4% |
| Q3 2020 | $43,000 | +2.4% | 986 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $42,000 | +20.0% | 986 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $35,000 | -35.2% | 986 | 0.0% | 0.01% | -21.4% |
| Q4 2019 | $54,000 | +5.9% | 986 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | 0.0% | 986 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $51,000 | +2.0% | 986 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $50,000 | +13.6% | 986 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $44,000 | -17.0% | 986 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $53,000 | +3.9% | 986 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $51,000 | +4.1% | 986 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $49,000 | -3.9% | 493 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $51,000 | +4.1% | 493 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $49,000 | +4.3% | 493 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $47,000 | 0.0% | 493 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $47,000 | – | 493 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |