SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $28,000 | +7.7% | 395 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $26,000 | -50.9% | 395 | -49.7% | 0.01% | -50.0% |
| Q2 2021 | $53,000 | +3.9% | 785 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $51,000 | +15.9% | 785 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $44,000 | +29.4% | 785 | 0.0% | 0.01% | +28.6% |
| Q3 2020 | $34,000 | +3.0% | 785 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $33,000 | +17.9% | 785 | 0.0% | 0.01% | +14.3% |
| Q1 2020 | $28,000 | -34.9% | 785 | 0.0% | 0.01% | -22.2% |
| Q4 2019 | $43,000 | – | 785 | – | 0.01% | – |
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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% |