SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,961,101 | +6.2% | 72,130 | +2.1% | 0.08% | 0.0% |
| Q1 2023 | $4,669,543 | -3.6% | 70,665 | -5.6% | 0.08% | -7.2% |
| Q4 2022 | $4,845,263 | +10.2% | 74,865 | -1.6% | 0.08% | -2.4% |
| Q3 2022 | $4,397,000 | -11.5% | 76,045 | -7.4% | 0.08% | -4.5% |
| Q2 2022 | $4,966,000 | -13.9% | 82,085 | +0.1% | 0.09% | 0.0% |
| Q1 2022 | $5,770,000 | +31.3% | 81,985 | +32.6% | 0.09% | +36.9% |
| Q4 2021 | $4,395,000 | +7.4% | 61,815 | 0.0% | 0.06% | -1.5% |
| Q3 2021 | $4,094,000 | -1.9% | 61,815 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $4,174,000 | +6.9% | 61,815 | +3.6% | 0.07% | +1.5% |
| Q1 2021 | $3,905,000 | +49.7% | 59,675 | +26.9% | 0.07% | +37.5% |
| Q4 2020 | $2,609,000 | +6.0% | 47,010 | -17.1% | 0.05% | -2.0% |
| Q3 2020 | $2,461,000 | +1.8% | 56,710 | 0.0% | 0.05% | -5.8% |
| Q2 2020 | $2,418,000 | +19.5% | 56,710 | -1.2% | 0.05% | +6.1% |
| Q1 2020 | $2,024,000 | -82.1% | 57,400 | -72.1% | 0.05% | -76.4% |
| Q4 2019 | $11,288,000 | +8.0% | 206,056 | +1.2% | 0.21% | +2.0% |
| Q3 2019 | $10,449,000 | -0.1% | 203,596 | 0.0% | 0.20% | -1.9% |
| Q2 2019 | $10,459,000 | -1.0% | 203,596 | -2.9% | 0.21% | -1.9% |
| Q1 2019 | $10,563,000 | +13.6% | 209,690 | 0.0% | 0.21% | 0.0% |
| Q4 2018 | $9,302,000 | – | 209,690 | – | 0.21% | – |
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% |