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 | $1,503,196 | -37.9% | 23,176 | -34.2% | 0.01% | -40.0% |
| Q2 2023 | $2,422,303 | +3.0% | 35,218 | -1.0% | 0.01% | 0.0% |
| Q1 2023 | $2,350,988 | +0.2% | 35,578 | -1.9% | 0.01% | -16.7% |
| Q4 2022 | $2,346,359 | +16.0% | 36,254 | +3.7% | 0.01% | 0.0% |
| Q3 2022 | $2,022,000 | +8.0% | 34,968 | +12.9% | 0.01% | 0.0% |
| Q2 2022 | $1,873,000 | -0.1% | 30,964 | +16.2% | 0.01% | 0.0% |
| Q1 2022 | $1,875,000 | -13.7% | 26,637 | -12.9% | 0.01% | -20.0% |
| Q4 2021 | $2,173,000 | +6.0% | 30,569 | -1.3% | 0.02% | -11.8% |
| Q3 2021 | $2,050,000 | -2.7% | 30,958 | -0.8% | 0.02% | -15.0% |
| Q2 2021 | $2,106,000 | -2.6% | 31,192 | -5.6% | 0.02% | -13.0% |
| Q1 2021 | $2,162,000 | -3.9% | 33,040 | -18.5% | 0.02% | -23.3% |
| Q4 2020 | $2,250,000 | +2.5% | 40,540 | -18.9% | 0.03% | -16.7% |
| Q3 2020 | $2,195,000 | -15.4% | 49,994 | -19.0% | 0.04% | -16.3% |
| Q2 2020 | $2,596,000 | -54.1% | 61,756 | -63.8% | 0.04% | -65.6% |
| Q1 2020 | $5,656,000 | -14.7% | 170,611 | +40.7% | 0.12% | +19.0% |
| Q4 2019 | $6,629,000 | +11.3% | 121,253 | +4.5% | 0.10% | -49.8% |
| Q3 2019 | $5,955,000 | +7.0% | 116,044 | +7.1% | 0.21% | +1.5% |
| Q2 2019 | $5,568,000 | +3.8% | 108,386 | +1.7% | 0.21% | -5.5% |
| Q1 2019 | $5,366,000 | +3732.9% | 106,529 | +3282.9% | 0.22% | +2625.0% |
| Q4 2018 | $140,000 | +7.7% | 3,149 | +30.5% | 0.01% | +33.3% |
| Q3 2018 | $130,000 | +91.2% | 2,413 | +85.8% | 0.01% | +50.0% |
| Q2 2018 | $68,000 | -43.8% | 1,299 | +4.4% | 0.00% | -42.9% |
| Q1 2018 | $121,000 | +0.8% | 1,244 | +7.0% | 0.01% | 0.0% |
| Q4 2017 | $120,000 | -44.7% | 1,163 | -47.2% | 0.01% | -22.2% |
| Q3 2017 | $217,000 | +2612.5% | 2,204 | +2462.8% | 0.01% | +800.0% |
| Q2 2017 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | -53.3% | 86 | -55.2% | 0.00% | -50.0% |
| Q1 2016 | $15,000 | -25.0% | 192 | -27.3% | 0.00% | 0.0% |
| Q4 2015 | $20,000 | – | 264 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |