SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 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% | – |
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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% |