SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,248 | -69.4% | 158 | -67.6% | 0.00% | – |
| Q2 2023 | $33,496 | +102.8% | 487 | +94.8% | 0.00% | – |
| Q1 2023 | $16,520 | -88.4% | 250 | -88.7% | 0.00% | -100.0% |
| Q4 2022 | $142,902 | +1199.1% | 2,208 | +1087.1% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 186 | +21.6% | 0.00% | – |
| Q1 2022 | $11,000 | – | 153 | +5000.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 3 | -94.4% | 0.00% | – |
| Q3 2021 | $4,000 | – | 54 | +5300.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -88.9% | 0.00% | – |
| Q1 2021 | $1,000 | -91.7% | 9 | -95.9% | 0.00% | – |
| Q4 2020 | $12,000 | -66.7% | 221 | -73.7% | 0.00% | – |
| Q3 2020 | $36,000 | – | 841 | – | 0.00% | – |
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% |