SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540 | -19.8% | 8,330 | -14.8% | 0.08% | -17.6% |
Q2 2023 | $673 | -99.9% | 9,780 | -1.0% | 0.10% | -4.7% |
Q1 2023 | $652,870 | -5.3% | 9,880 | -7.3% | 0.11% | -12.3% |
Q4 2022 | $689,592 | +11.9% | 10,655 | 0.0% | 0.12% | -4.7% |
Q3 2022 | $616,000 | -4.5% | 10,655 | 0.0% | 0.13% | -2.3% |
Q2 2022 | $645,000 | -14.0% | 10,655 | 0.0% | 0.13% | -3.0% |
Q1 2022 | $750,000 | -1.1% | 10,655 | 0.0% | 0.14% | -1.5% |
Q4 2021 | $758,000 | +7.4% | 10,655 | 0.0% | 0.14% | -2.1% |
Q3 2021 | $706,000 | +10.8% | 10,655 | +13.0% | 0.14% | +11.1% |
Q2 2021 | $637,000 | +0.8% | 9,430 | -2.3% | 0.13% | -5.3% |
Q1 2021 | $632,000 | +17.9% | 9,655 | 0.0% | 0.13% | +6.4% |
Q4 2020 | $536,000 | +27.9% | 9,655 | 0.0% | 0.12% | +8.7% |
Q3 2020 | $419,000 | +1.7% | 9,655 | 0.0% | 0.12% | -1.7% |
Q2 2020 | $412,000 | +79.9% | 9,655 | +48.7% | 0.12% | +53.9% |
Q1 2020 | $229,000 | – | 6,495 | – | 0.08% | – |
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% |