SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 203 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,016,171 | -6.2% | 31,263 | 0.0% | 0.36% | -5.8% |
| Q2 2023 | $2,150,270 | +4.1% | 31,263 | 0.0% | 0.38% | -5.0% |
| Q1 2023 | $2,065,860 | +7.2% | 31,263 | +5.0% | 0.40% | -1.7% |
| Q4 2022 | $1,926,713 | +5.7% | 29,770 | -5.7% | 0.41% | -6.0% |
| Q3 2022 | $1,823,000 | -4.4% | 31,562 | 0.0% | 0.44% | -4.2% |
| Q2 2022 | $1,907,000 | -13.9% | 31,562 | 0.0% | 0.45% | +2.3% |
| Q1 2022 | $2,216,000 | -1.3% | 31,562 | 0.0% | 0.44% | -1.3% |
| Q4 2021 | $2,246,000 | +7.5% | 31,562 | 0.0% | 0.45% | -30.3% |
| Q3 2021 | $2,089,000 | -1.8% | 31,562 | 0.0% | 0.65% | +2.9% |
| Q2 2021 | $2,128,000 | +0.2% | 31,562 | -1.3% | 0.63% | -19.0% |
| Q1 2021 | $2,124,000 | +19.6% | 31,991 | 0.0% | 0.78% | +11.2% |
| Q4 2020 | $1,776,000 | +27.9% | 31,991 | 0.0% | 0.70% | -4.3% |
| Q3 2020 | $1,389,000 | +1.9% | 31,991 | 0.0% | 0.73% | -23.4% |
| Q2 2020 | $1,363,000 | +20.4% | 31,991 | 0.0% | 0.95% | -15.2% |
| Q1 2020 | $1,132,000 | -36.3% | 31,991 | -1.4% | 1.12% | -24.9% |
| Q4 2019 | $1,777,000 | – | 32,451 | – | 1.49% | – |
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% |