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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |