SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,574 | -12.7% | 826 | -7.4% | 0.01% | 0.0% |
| Q2 2023 | $61,352 | -9.5% | 892 | -13.1% | 0.01% | -16.7% |
| Q1 2023 | $67,798 | +2.1% | 1,026 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $66,403 | +12.5% | 1,026 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $59,000 | -4.8% | 1,026 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -79.3% | 1,026 | -75.9% | 0.01% | -68.4% |
| Q1 2022 | $299,000 | +339.7% | 4,252 | +346.2% | 0.02% | +375.0% |
| Q4 2021 | $68,000 | +25.9% | 953 | +16.4% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | -1.8% | 819 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | -74.2% | 819 | -74.9% | 0.00% | -73.3% |
| Q1 2021 | $213,000 | +31.5% | 3,259 | +11.5% | 0.02% | +15.4% |
| Q4 2020 | $162,000 | +337.8% | 2,924 | +246.0% | 0.01% | +333.3% |
| Q3 2020 | $37,000 | +184.6% | 845 | +171.7% | 0.00% | +200.0% |
| Q2 2020 | $13,000 | -50.0% | 311 | -57.9% | 0.00% | -50.0% |
| Q1 2020 | $26,000 | +52.9% | 739 | +143.1% | 0.00% | +100.0% |
| Q4 2019 | $17,000 | +13.3% | 304 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 283 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $15,000 | -37.5% | 283 | -41.2% | 0.00% | -33.3% |
| Q1 2019 | $24,000 | – | 481 | – | 0.00% | – |
| Q4 2017 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |