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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,499 | -5.7% | 5,111 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $351,535 | +107403.1% | 5,111 | +3.4% | 0.02% | +5.6% |
| Q1 2023 | $327 | +1.2% | 4,941 | -1.0% | 0.02% | -5.3% |
| Q4 2022 | $323 | -99.9% | 4,991 | -50.0% | 0.02% | 0.0% |
| Q3 2022 | $578,000 | +97.9% | 9,982 | +106.8% | 0.02% | +11.8% |
| Q2 2022 | $292,000 | -14.1% | 4,826 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $340,000 | -0.9% | 4,826 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $343,000 | +8.5% | 4,826 | +1.3% | 0.02% | -5.9% |
| Q3 2021 | $316,000 | -1.9% | 4,766 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $322,000 | +3.2% | 4,766 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $312,000 | +17.7% | 4,766 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $265,000 | +28.0% | 4,766 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $207,000 | +2.5% | 4,766 | +0.6% | 0.01% | -6.7% |
| Q2 2020 | $202,000 | -24.3% | 4,736 | -2.8% | 0.02% | -16.7% |
| Q4 2019 | $267,000 | +6.8% | 4,870 | 0.0% | 0.02% | -5.3% |
| Q3 2019 | $250,000 | 0.0% | 4,870 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $250,000 | +2.0% | 4,870 | 0.0% | 0.02% | +5.6% |
| Q1 2019 | $245,000 | +13.4% | 4,870 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $216,000 | -68.8% | 4,870 | -62.2% | 0.02% | -64.6% |
| Q3 2018 | $692,000 | +3.3% | 12,870 | 0.0% | 0.05% | -5.9% |
| Q2 2018 | $670,000 | +4.7% | 12,870 | +100.0% | 0.05% | +2.0% |
| Q1 2018 | $640,000 | -3.3% | 6,435 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $662,000 | +5.8% | 6,435 | +1.7% | 0.05% | 0.0% |
| Q3 2017 | $626,000 | +2.8% | 6,325 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $609,000 | – | 6,325 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |