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 | $5,868,339 | -11.8% | 90,477 | -6.4% | 0.08% | -12.5% |
Q2 2023 | $6,651,164 | +5.5% | 96,702 | +1.4% | 0.10% | -5.0% |
Q1 2023 | $6,302,710 | +3.1% | 95,380 | +1.0% | 0.10% | -4.7% |
Q4 2022 | $6,114,745 | +21.1% | 94,480 | +8.2% | 0.11% | +7.1% |
Q3 2022 | $5,048,000 | -4.3% | 87,312 | +0.2% | 0.10% | -2.0% |
Q2 2022 | $5,274,000 | -12.7% | 87,159 | +1.5% | 0.10% | +2.0% |
Q1 2022 | $6,044,000 | -0.4% | 85,867 | +0.6% | 0.10% | +3.1% |
Q4 2021 | $6,071,000 | +22.4% | 85,380 | +14.0% | 0.10% | +12.9% |
Q3 2021 | $4,959,000 | -1.9% | 74,866 | 0.0% | 0.08% | -2.3% |
Q2 2021 | $5,055,000 | +8.0% | 74,866 | +4.6% | 0.09% | -12.1% |
Q1 2021 | $4,682,000 | +51.4% | 71,552 | +28.4% | 0.10% | +41.4% |
Q4 2020 | $3,093,000 | +27.7% | 55,727 | -0.2% | 0.07% | +11.1% |
Q3 2020 | $2,423,000 | +15.3% | 55,850 | +13.3% | 0.06% | +5.0% |
Q2 2020 | $2,101,000 | +20.1% | 49,281 | -0.7% | 0.06% | -4.8% |
Q1 2020 | $1,750,000 | -30.8% | 49,617 | +7.4% | 0.06% | -14.9% |
Q4 2019 | $2,530,000 | – | 46,188 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
KWB Wealth | 331,354 | $21,946,000 | 3.90% |
Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |