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 | 307,141 | $18,582,000 | 8.73% |
NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
KWB Wealth | 245,635 | $14,861,000 | 2.86% |
ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |