SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,336,436 | -8.0% | 51,442 | -2.5% | 0.00% | -20.0% |
| Q2 2023 | $3,627,153 | +15.9% | 52,736 | +11.3% | 0.01% | +25.0% |
| Q1 2023 | $3,129,751 | -40.1% | 47,363 | -41.3% | 0.00% | -50.0% |
| Q4 2022 | $5,225,090 | +166.3% | 80,736 | +137.9% | 0.01% | +166.7% |
| Q3 2022 | $1,962,000 | -9.6% | 33,942 | -5.4% | 0.00% | -25.0% |
| Q2 2022 | $2,171,000 | -47.4% | 35,885 | -38.8% | 0.00% | -42.9% |
| Q1 2022 | $4,125,000 | +17.3% | 58,620 | +18.4% | 0.01% | +16.7% |
| Q4 2021 | $3,518,000 | +39.7% | 49,493 | +30.2% | 0.01% | +20.0% |
| Q3 2021 | $2,518,000 | +10.2% | 38,015 | +12.3% | 0.01% | +25.0% |
| Q2 2021 | $2,284,000 | -1.9% | 33,841 | -4.9% | 0.00% | -20.0% |
| Q1 2021 | $2,328,000 | +158.4% | 35,587 | +119.2% | 0.01% | +150.0% |
| Q4 2020 | $901,000 | +43.0% | 16,233 | +11.9% | 0.00% | 0.0% |
| Q3 2020 | $630,000 | +27.8% | 14,510 | +25.5% | 0.00% | 0.0% |
| Q2 2020 | $493,000 | +61.1% | 11,565 | +33.2% | 0.00% | +100.0% |
| Q1 2020 | $306,000 | +268.7% | 8,685 | +476.3% | 0.00% | – |
| Q4 2019 | $83,000 | +97.6% | 1,507 | +83.6% | 0.00% | – |
| Q3 2019 | $42,000 | 0.0% | 821 | -0.7% | 0.00% | – |
| Q2 2019 | $42,000 | +133.3% | 827 | +129.7% | 0.00% | – |
| Q1 2019 | $18,000 | +12.5% | 360 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | +166.7% | 360 | +200.0% | 0.00% | – |
| Q3 2018 | $6,000 | -80.6% | 120 | -80.1% | 0.00% | – |
| Q2 2018 | $31,000 | +416.7% | 602 | +903.3% | 0.00% | – |
| Q1 2018 | $6,000 | -68.4% | 60 | -67.2% | 0.00% | – |
| Q4 2017 | $19,000 | +1800.0% | 183 | +1043.8% | 0.00% | – |
| Q1 2016 | $1,000 | – | 16 | – | 0.00% | – |
Download | ||||||
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% |