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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,967 | +0.4% | 3,480 | +7.0% | 0.01% | -78.6% |
| Q1 2022 | $229,000 | +7.0% | 3,251 | +7.9% | 0.03% | +16.7% |
| Q4 2021 | $214,000 | +2.9% | 3,013 | -4.0% | 0.02% | -25.0% |
| Q3 2021 | $208,000 | -10.3% | 3,140 | -11.5% | 0.03% | -37.3% |
| Q1 2021 | $232,000 | -92.7% | 3,547 | -93.8% | 0.05% | +8.5% |
| Q4 2020 | $3,158,000 | – | 56,892 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |