SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,418 | -19.8% | 52,698 | -15.0% | 0.02% | -19.2% |
Q2 2023 | $4,263 | -16.6% | 61,987 | -19.8% | 0.03% | -25.7% |
Q1 2023 | $5,109 | -15.7% | 77,317 | -17.4% | 0.04% | -22.2% |
Q4 2022 | $6,061 | -99.9% | 93,655 | +5.4% | 0.04% | +9.8% |
Q3 2022 | $5,140,000 | +19.1% | 88,892 | +24.6% | 0.04% | +24.2% |
Q2 2022 | $4,317,000 | +35.0% | 71,360 | +57.1% | 0.03% | +43.5% |
Q1 2022 | $3,197,000 | +0.9% | 45,421 | +1.9% | 0.02% | +4.5% |
Q4 2021 | $3,169,000 | +84.7% | 44,576 | +75.4% | 0.02% | +57.1% |
Q2 2021 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $1,716,000 | 0.0% | 25,417 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $1,716,000 | +34220.0% | 25,417 | +21811.2% | 0.01% | – |
Q4 2018 | $5,000 | +150.0% | 116 | +182.9% | 0.00% | – |
Q3 2018 | $2,000 | -60.0% | 41 | -14.6% | 0.00% | – |
Q3 2017 | $5,000 | – | 48 | – | 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% |