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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $463,000 | +16.0% | 7,074 | -1.7% | 0.00% | – |
| Q4 2020 | $399,000 | +26.3% | 7,194 | -1.4% | 0.00% | – |
| Q3 2020 | $316,000 | -4.0% | 7,294 | -5.5% | 0.00% | – |
| Q2 2020 | $329,000 | +5.1% | 7,722 | -12.9% | 0.00% | – |
| Q1 2020 | $313,000 | -15.6% | 8,870 | +31.0% | 0.00% | – |
| Q4 2019 | $371,000 | 0.0% | 6,769 | -6.3% | 0.00% | – |
| Q3 2019 | $371,000 | +10.4% | 7,221 | +10.2% | 0.00% | – |
| Q2 2019 | $336,000 | +2.8% | 6,550 | +0.9% | 0.00% | – |
| Q1 2019 | $327,000 | +5.5% | 6,493 | -7.1% | 0.00% | – |
| Q4 2018 | $310,000 | – | 6,987 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |