SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |