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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $279,239 | -32.0% | 4,059 | -34.7% | 0.01% | -28.6% |
| Q1 2023 | $410,679 | -9.7% | 6,214 | -11.6% | 0.01% | -12.5% |
| Q4 2022 | $454,920 | +10.2% | 7,029 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $413,000 | -13.1% | 7,150 | -8.9% | 0.02% | -5.9% |
| Q2 2022 | $475,000 | -16.4% | 7,850 | -2.7% | 0.02% | 0.0% |
| Q1 2022 | $568,000 | +6.6% | 8,065 | +7.6% | 0.02% | +13.3% |
| Q4 2021 | $533,000 | +43.3% | 7,495 | +33.5% | 0.02% | +36.4% |
| Q3 2021 | $372,000 | -15.5% | 5,615 | -13.8% | 0.01% | -15.4% |
| Q2 2021 | $440,000 | +41.9% | 6,514 | +37.3% | 0.01% | +30.0% |
| Q1 2021 | $310,000 | – | 4,743 | – | 0.01% | – |
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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% |