SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,991 | -9.1% | 3,620 | -12.7% | 0.02% | -10.0% |
| Q1 2023 | $273,997 | -17.3% | 4,146 | -19.0% | 0.02% | -20.0% |
| Q4 2022 | $331,189 | +40.3% | 5,117 | +25.2% | 0.02% | +25.0% |
| Q3 2022 | $236,000 | -45.5% | 4,087 | -42.9% | 0.02% | -42.9% |
| Q2 2022 | $433,000 | -41.5% | 7,152 | -32.0% | 0.04% | -30.0% |
| Q1 2022 | $740,000 | -4.3% | 10,511 | -3.3% | 0.05% | 0.0% |
| Q4 2021 | $773,000 | -66.0% | 10,873 | -67.7% | 0.05% | -72.1% |
| Q2 2021 | $2,275,000 | +11.3% | 33,691 | +7.8% | 0.18% | -9.1% |
| Q1 2021 | $2,044,000 | +172.5% | 31,245 | +131.1% | 0.20% | +152.6% |
| Q4 2020 | $750,000 | – | 13,520 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |