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 | $27,190,609 | -2.5% | 419,220 | +3.4% | 1.30% | +0.5% |
| Q2 2023 | $27,887,056 | +3.3% | 405,453 | -0.7% | 1.29% | -10.0% |
| Q1 2023 | $26,983,899 | +10.5% | 408,352 | +8.2% | 1.44% | +11.2% |
| Q4 2022 | $24,419,114 | +34.2% | 377,304 | +19.9% | 1.29% | +21.7% |
| Q3 2022 | $18,194,000 | +0.1% | 314,669 | +4.8% | 1.06% | +3.8% |
| Q2 2022 | $18,167,000 | +8.6% | 300,276 | +26.4% | 1.02% | +18.0% |
| Q1 2022 | $16,721,000 | +30.3% | 237,576 | +31.7% | 0.87% | +28.5% |
| Q4 2021 | $12,829,000 | +21.8% | 180,443 | +13.5% | 0.67% | +7.2% |
| Q3 2021 | $10,532,000 | +8.3% | 159,027 | +10.4% | 0.63% | +6.4% |
| Q2 2021 | $9,726,000 | +8.1% | 144,046 | +4.7% | 0.59% | +0.3% |
| Q1 2021 | $9,001,000 | +47.8% | 137,568 | +25.4% | 0.59% | +40.2% |
| Q4 2020 | $6,089,000 | +24.1% | 109,724 | -3.0% | 0.42% | +9.9% |
| Q3 2020 | $4,908,000 | -1.9% | 113,105 | -3.6% | 0.38% | -9.7% |
| Q2 2020 | $5,003,000 | -10.0% | 117,359 | -25.5% | 0.42% | -23.8% |
| Q1 2020 | $5,556,000 | -39.3% | 157,581 | -5.7% | 0.56% | -25.4% |
| Q4 2019 | $9,159,000 | +16.6% | 167,186 | +9.2% | 0.74% | +5.5% |
| Q3 2019 | $7,856,000 | -4.3% | 153,093 | -4.2% | 0.70% | -7.8% |
| Q2 2019 | $8,207,000 | +4.9% | 159,764 | +2.9% | 0.76% | -2.2% |
| Q1 2019 | $7,820,000 | -5.9% | 155,227 | -17.1% | 0.78% | -15.6% |
| Q4 2018 | $8,308,000 | +0.3% | 187,267 | +21.4% | 0.93% | +9.7% |
| Q3 2018 | $8,286,000 | +29.0% | 154,222 | +24.9% | 0.84% | +19.2% |
| Q2 2018 | $6,423,000 | +16.2% | 123,451 | +122.2% | 0.71% | +12.6% |
| Q1 2018 | $5,526,000 | +81.5% | 55,551 | +87.6% | 0.63% | +87.8% |
| Q4 2017 | $3,044,000 | +126.2% | 29,606 | +117.9% | 0.34% | +114.7% |
| Q3 2017 | $1,346,000 | +12.8% | 13,588 | +9.7% | 0.16% | +6.8% |
| Q2 2017 | $1,193,000 | +5.3% | 12,387 | +5.4% | 0.15% | -0.7% |
| Q1 2017 | $1,133,000 | – | 11,757 | – | 0.15% | – |
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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% |