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 | $981,934 | +8.8% | 15,139 | +15.3% | 0.00% | +100.0% |
| Q2 2023 | $902,827 | +66.4% | 13,126 | +48.1% | 0.00% | 0.0% |
| Q1 2023 | $542,626 | +64.7% | 8,862 | +74.1% | 0.00% | 0.0% |
| Q4 2022 | $329,488 | +47.8% | 5,091 | +39.3% | 0.00% | – |
| Q2 2022 | $223,000 | -64.5% | 3,654 | -59.1% | 0.00% | -100.0% |
| Q1 2022 | $629,000 | -32.4% | 8,938 | -31.2% | 0.00% | 0.0% |
| Q4 2021 | $930,000 | +97.0% | 12,999 | +83.4% | 0.00% | 0.0% |
| Q3 2021 | $472,000 | +112.6% | 7,089 | +115.1% | 0.00% | – |
| Q2 2021 | $222,000 | – | 3,295 | – | 0.00% | – |
Download | ||||||
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% |