SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,192,566 | -6.1% | 604,264 | -0.4% | 0.61% | -0.2% |
| Q2 2023 | $41,744,046 | -3.1% | 606,921 | -6.9% | 0.61% | -4.3% |
| Q1 2023 | $43,096,005 | +107042.7% | 652,179 | +4.9% | 0.64% | +5.8% |
| Q4 2022 | $40,223 | -99.5% | 621,493 | +341.3% | 0.60% | +341.2% |
| Q3 2022 | $8,144,000 | +2.8% | 140,845 | +7.5% | 0.14% | +10.6% |
| Q2 2022 | $7,923,000 | -54.7% | 130,960 | -47.3% | 0.12% | -49.8% |
| Q1 2022 | $17,496,000 | +19.9% | 248,595 | +21.2% | 0.24% | +26.3% |
| Q4 2021 | $14,588,000 | +75.5% | 205,176 | +63.5% | 0.19% | +65.8% |
| Q3 2021 | $8,314,000 | +31.9% | 125,528 | +34.5% | 0.12% | +39.3% |
| Q2 2021 | $6,301,000 | -22.5% | 93,314 | -24.9% | 0.08% | -26.3% |
| Q1 2021 | $8,135,000 | -37.1% | 124,333 | -46.6% | 0.11% | -40.6% |
| Q4 2020 | $12,931,000 | -24.9% | 232,989 | -41.3% | 0.19% | -31.4% |
| Q3 2020 | $17,218,000 | +43.5% | 396,810 | +41.0% | 0.28% | +40.0% |
| Q2 2020 | $11,995,000 | +21.2% | 281,369 | +0.2% | 0.20% | +6.4% |
| Q1 2020 | $9,900,000 | – | 280,761 | – | 0.19% | – |
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% |