SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,497,000 | +43.8% | 5,497 | -90.5% | 0.77% | +81.5% |
| Q3 2021 | $3,822,000 | -9.7% | 57,713 | -8.0% | 0.42% | -9.1% |
| Q2 2021 | $4,234,000 | +28.8% | 62,716 | +24.8% | 0.46% | +20.2% |
| Q1 2021 | $3,287,000 | +26.7% | 50,248 | +7.5% | 0.39% | +21.0% |
| Q4 2020 | $2,594,000 | +27.5% | 46,746 | +25.9% | 0.32% | +14.7% |
| Q4 2019 | $2,034,000 | +16850.0% | 37,136 | +15182.3% | 0.28% | +13800.0% |
| Q2 2019 | $12,000 | 0.0% | 243 | +0.4% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 242 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | – | 242 | – | 0.00% | – |
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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% |