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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062,829 | -7.7% | 16,387 | -2.1% | 0.01% | -10.0% |
| Q2 2023 | $1,151,344 | -3.4% | 16,740 | -7.1% | 0.01% | -16.7% |
| Q1 2023 | $1,191,292 | +2.2% | 18,028 | +0.1% | 0.01% | -7.7% |
| Q4 2022 | $1,165,737 | +8.2% | 18,012 | -3.3% | 0.01% | -7.1% |
| Q3 2022 | $1,077,000 | +9.6% | 18,624 | +14.6% | 0.01% | +7.7% |
| Q2 2022 | $983,000 | -13.8% | 16,249 | +0.3% | 0.01% | -13.3% |
| Q1 2022 | $1,140,000 | -7.8% | 16,197 | -6.9% | 0.02% | -16.7% |
| Q4 2021 | $1,236,000 | +6.6% | 17,391 | -0.7% | 0.02% | -5.3% |
| Q3 2021 | $1,160,000 | +3.8% | 17,507 | +5.8% | 0.02% | -9.5% |
| Q2 2021 | $1,118,000 | +2.9% | 16,552 | -0.4% | 0.02% | -4.5% |
| Q1 2021 | $1,087,000 | +108600.0% | 16,615 | +87347.4% | 0.02% | – |
| Q4 2020 | $1,000 | -99.9% | 19 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $671,000 | – | 19,032 | +1903100.0% | 0.02% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2018 | $8,000 | – | 157 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |