SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,063 | -1.0% | 8,419 | +5.0% | 0.10% | +7.8% |
| Q2 2023 | $551,416 | +2.0% | 8,017 | -2.0% | 0.09% | -1.1% |
| Q1 2023 | $540,342 | +94696.8% | 8,177 | -7.2% | 0.09% | -13.3% |
| Q4 2022 | $570 | -99.9% | 8,807 | +0.6% | 0.10% | +7.1% |
| Q3 2022 | $506,000 | +18.2% | 8,757 | +23.9% | 0.10% | +32.4% |
| Q2 2022 | $428,000 | -1.8% | 7,067 | +14.1% | 0.07% | +15.6% |
| Q1 2022 | $436,000 | +4.1% | 6,194 | +5.1% | 0.06% | +8.5% |
| Q4 2021 | $419,000 | +9.7% | 5,896 | +2.3% | 0.06% | +3.5% |
| Q3 2021 | $382,000 | -6.6% | 5,763 | -4.9% | 0.06% | -3.4% |
| Q2 2021 | $409,000 | +14.2% | 6,059 | +10.7% | 0.06% | +9.3% |
| Q1 2021 | $358,000 | +27.9% | 5,471 | +8.3% | 0.05% | +12.5% |
| Q4 2020 | $280,000 | +22.3% | 5,050 | -4.4% | 0.05% | +11.6% |
| Q3 2020 | $229,000 | +2.2% | 5,283 | +0.6% | 0.04% | 0.0% |
| Q2 2020 | $224,000 | +9.3% | 5,250 | +40.1% | 0.04% | +30.3% |
| Q4 2019 | $205,000 | – | 3,747 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |