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 | $280,974 | -16.5% | 4,332 | -11.4% | 0.00% | -100.0% |
| Q2 2023 | $336,334 | +4.1% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $323,131 | +2.1% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $316,481 | +11.8% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | -17.7% | 4,890 | -14.0% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | -14.0% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $400,000 | -1.0% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $404,000 | +7.2% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $377,000 | -1.8% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +3.2% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $372,000 | +17.7% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $316,000 | +27.9% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | +2.1% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $242,000 | -17.4% | 5,685 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $293,000 | +6.9% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $274,000 | 0.0% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $274,000 | +1.9% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | – | 5,343 | – | 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% |