SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,911 | -2.0% | 60,295 | +4.0% | 0.13% | 0.0% |
| Q2 2023 | $3,989 | +2.9% | 57,996 | -1.1% | 0.13% | -2.9% |
| Q1 2023 | $3,875 | -6.6% | 58,639 | -8.5% | 0.14% | -8.7% |
| Q4 2022 | $4,149 | -99.9% | 64,107 | +0.7% | 0.15% | -13.9% |
| Q3 2022 | $3,681,000 | -3.6% | 63,669 | +0.9% | 0.17% | -10.4% |
| Q2 2022 | $3,819,000 | -12.3% | 63,126 | +2.0% | 0.19% | -3.5% |
| Q1 2022 | $4,357,000 | -5.0% | 61,906 | -4.0% | 0.20% | -2.9% |
| Q4 2021 | $4,585,000 | +3.9% | 64,484 | -3.2% | 0.21% | -4.6% |
| Q3 2021 | $4,411,000 | +0.4% | 66,591 | +2.3% | 0.22% | +9.6% |
| Q2 2021 | $4,395,000 | -5.9% | 65,104 | -8.8% | 0.20% | -13.2% |
| Q1 2021 | $4,673,000 | +10.2% | 71,420 | -6.5% | 0.23% | -0.9% |
| Q4 2020 | $4,240,000 | +18.5% | 76,402 | -7.4% | 0.23% | +3.2% |
| Q3 2020 | $3,578,000 | +0.4% | 82,470 | -1.3% | 0.22% | -11.9% |
| Q2 2020 | $3,562,000 | +7.6% | 83,540 | -11.0% | 0.25% | -4.5% |
| Q1 2020 | $3,310,000 | -33.0% | 93,864 | +4.1% | 0.26% | -12.6% |
| Q4 2019 | $4,939,000 | +6.6% | 90,172 | -0.2% | 0.30% | -1.9% |
| Q3 2019 | $4,635,000 | -0.4% | 90,326 | -0.3% | 0.31% | 0.0% |
| Q2 2019 | $4,655,000 | +3.8% | 90,618 | +1.8% | 0.31% | -8.9% |
| Q1 2019 | $4,483,000 | +9.1% | 88,991 | -3.9% | 0.34% | -6.9% |
| Q4 2018 | $4,110,000 | -7.6% | 92,649 | +12.0% | 0.36% | -9.2% |
| Q3 2018 | $4,446,000 | +3.2% | 82,751 | -0.1% | 0.40% | -1.5% |
| Q2 2018 | $4,309,000 | +2.4% | 82,818 | +95.8% | 0.41% | -4.7% |
| Q1 2018 | $4,208,000 | -1.4% | 42,305 | +2.0% | 0.43% | -2.3% |
| Q4 2017 | $4,266,000 | +5.6% | 41,484 | +1.6% | 0.44% | -3.3% |
| Q3 2017 | $4,041,000 | +361.3% | 40,817 | +348.7% | 0.45% | +333.7% |
| Q2 2017 | $876,000 | +2.7% | 9,097 | +2.8% | 0.10% | -2.8% |
| Q1 2017 | $853,000 | +3.9% | 8,849 | +1.2% | 0.11% | -6.1% |
| Q4 2016 | $821,000 | -12.1% | 8,741 | -19.2% | 0.11% | -16.8% |
| Q3 2016 | $934,000 | -2.1% | 10,812 | -6.2% | 0.14% | -9.9% |
| Q2 2016 | $954,000 | -14.6% | 11,527 | -17.1% | 0.15% | -16.9% |
| Q1 2016 | $1,117,000 | -7.8% | 13,905 | -12.8% | 0.18% | -12.4% |
| Q4 2015 | $1,212,000 | – | 15,942 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |