SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754,970 | -18.9% | 11,640 | -13.9% | 0.24% | -15.1% |
| Q2 2023 | $930,387 | +5.6% | 13,527 | +1.4% | 0.28% | +5.2% |
| Q1 2023 | $881,375 | +108443.7% | 13,338 | +6.3% | 0.27% | +3.8% |
| Q4 2022 | $812 | -99.9% | 12,549 | -6.2% | 0.26% | 0.0% |
| Q3 2022 | $774,000 | -1.9% | 13,378 | +2.6% | 0.26% | +6.1% |
| Q2 2022 | $789,000 | -19.0% | 13,040 | -5.7% | 0.25% | -5.7% |
| Q1 2022 | $974,000 | -1.8% | 13,835 | -0.8% | 0.26% | +5.2% |
| Q4 2021 | $992,000 | +11.0% | 13,951 | +3.3% | 0.25% | +6.4% |
| Q3 2021 | $894,000 | +25.2% | 13,502 | +27.8% | 0.23% | +26.6% |
| Q2 2021 | $714,000 | -2.3% | 10,568 | -5.4% | 0.18% | -9.4% |
| Q1 2021 | $731,000 | +19.2% | 11,173 | +1.1% | 0.20% | +13.4% |
| Q4 2020 | $613,000 | +9.1% | 11,047 | -14.7% | 0.18% | -4.8% |
| Q3 2020 | $562,000 | +13.3% | 12,947 | +11.4% | 0.19% | +2.2% |
| Q2 2020 | $496,000 | +2.1% | 11,625 | -15.7% | 0.18% | -15.2% |
| Q1 2020 | $486,000 | -54.5% | 13,796 | -29.2% | 0.22% | -35.2% |
| Q4 2019 | $1,067,000 | +10.9% | 19,478 | +3.9% | 0.34% | +5.7% |
| Q3 2019 | $962,000 | +3.9% | 18,738 | +3.9% | 0.32% | +6.0% |
| Q2 2019 | $926,000 | +6.1% | 18,034 | +4.1% | 0.30% | +3.8% |
| Q1 2019 | $873,000 | +15.6% | 17,332 | +1.8% | 0.29% | +7.5% |
| Q4 2018 | $755,000 | -18.6% | 17,028 | -1.4% | 0.27% | -9.5% |
| Q3 2018 | $928,000 | +3.5% | 17,268 | +0.1% | 0.30% | -1.7% |
| Q2 2018 | $897,000 | +12.8% | 17,243 | +115.7% | 0.30% | +13.2% |
| Q1 2018 | $795,000 | – | 7,994 | – | 0.27% | – |
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% |