SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 256 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $368 | -5.6% | 5,668 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $390 | +4.0% | 5,668 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $375 | -41.2% | 5,668 | -42.5% | 0.01% | -33.3% |
Q4 2022 | $638 | -99.9% | 9,861 | +17.3% | 0.01% | 0.0% |
Q3 2022 | $486,000 | -4.7% | 8,407 | -0.2% | 0.01% | 0.0% |
Q2 2022 | $510,000 | -10.1% | 8,422 | +4.6% | 0.01% | +12.5% |
Q1 2022 | $567,000 | -1.0% | 8,055 | 0.0% | 0.01% | -20.0% |
Q4 2021 | $573,000 | +7.5% | 8,055 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $533,000 | -7.5% | 8,055 | -5.5% | 0.01% | -9.1% |
Q2 2021 | $576,000 | +3.2% | 8,524 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $558,000 | +16.0% | 8,524 | -1.6% | 0.01% | +9.1% |
Q4 2020 | $481,000 | +27.9% | 8,660 | 0.0% | 0.01% | +10.0% |
Q3 2020 | $376,000 | +1.9% | 8,660 | 0.0% | 0.01% | -9.1% |
Q2 2020 | $369,000 | +9.5% | 8,660 | -9.4% | 0.01% | 0.0% |
Q1 2020 | $337,000 | -43.0% | 9,560 | -11.4% | 0.01% | -26.7% |
Q4 2019 | $591,000 | +6.9% | 10,795 | +0.2% | 0.02% | -16.7% |
Q3 2019 | $553,000 | -4.8% | 10,776 | -4.8% | 0.02% | 0.0% |
Q2 2019 | $581,000 | +1.9% | 11,314 | 0.0% | 0.02% | -25.0% |
Q1 2019 | $570,000 | 0.0% | 11,314 | -11.9% | 0.02% | -14.3% |
Q4 2018 | $570,000 | +107.3% | 12,848 | +151.0% | 0.03% | +100.0% |
Q3 2018 | $275,000 | +3.4% | 5,118 | +0.1% | 0.01% | 0.0% |
Q2 2018 | $266,000 | +4.7% | 5,114 | +100.2% | 0.01% | 0.0% |
Q1 2018 | $254,000 | -79.8% | 2,555 | -79.1% | 0.01% | -82.3% |
Q4 2017 | $1,256,000 | +260.9% | 12,211 | +247.5% | 0.08% | +229.2% |
Q3 2017 | $348,000 | +14.1% | 3,514 | +10.9% | 0.02% | +9.1% |
Q2 2017 | $305,000 | +11.7% | 3,168 | +11.9% | 0.02% | -15.4% |
Q1 2017 | $273,000 | -50.9% | 2,831 | -52.2% | 0.03% | -56.7% |
Q4 2016 | $556,000 | -78.4% | 5,918 | -82.5% | 0.06% | -74.5% |
Q4 2015 | $2,570,000 | +404.9% | 33,812 | +466.9% | 0.24% | +343.4% |
Q4 2014 | $509,000 | – | 5,964 | – | 0.05% | – |
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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% |