SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,709,060 | +7.5% | 334,706 | +14.0% | 2.71% | +11.9% |
| Q2 2023 | $20,196,104 | +18.4% | 293,633 | +13.8% | 2.42% | +9.1% |
| Q1 2023 | $17,056,362 | +6.1% | 258,117 | +3.9% | 2.22% | -0.6% |
| Q4 2022 | $16,078,638 | +13.4% | 248,434 | +1.3% | 2.23% | +2.1% |
| Q3 2022 | $14,178,000 | -5.8% | 245,210 | -1.4% | 2.19% | -4.2% |
| Q2 2022 | $15,052,000 | -12.8% | 248,789 | +1.4% | 2.28% | -0.2% |
| Q1 2022 | $17,266,000 | +0.7% | 245,327 | +1.7% | 2.29% | +9.2% |
| Q4 2021 | $17,154,000 | +21.9% | 241,260 | +13.6% | 2.10% | +10.8% |
| Q3 2021 | $14,068,000 | +8.6% | 212,418 | +10.7% | 1.89% | +7.8% |
| Q2 2021 | $12,955,000 | +7.6% | 191,863 | +4.3% | 1.75% | +0.3% |
| Q1 2021 | $12,039,000 | +31.8% | 184,003 | +11.8% | 1.75% | +16.4% |
| Q4 2020 | $9,134,000 | +65.8% | 164,582 | +29.6% | 1.50% | +35.2% |
| Q3 2020 | $5,509,000 | +4.4% | 126,961 | +2.5% | 1.11% | -1.9% |
| Q2 2020 | $5,278,000 | +22.1% | 123,819 | +1.0% | 1.13% | +9.0% |
| Q1 2020 | $4,323,000 | -9.0% | 122,608 | +41.4% | 1.04% | +14.8% |
| Q4 2019 | $4,749,000 | +11.9% | 86,689 | +4.8% | 0.90% | +4.9% |
| Q3 2019 | $4,245,000 | +4.5% | 82,708 | +4.6% | 0.86% | +4.2% |
| Q2 2019 | $4,063,000 | +17.1% | 79,095 | +14.8% | 0.83% | +11.0% |
| Q1 2019 | $3,471,000 | +74.6% | 68,906 | +53.8% | 0.75% | +65.4% |
| Q4 2018 | $1,988,000 | +1675.0% | 44,816 | +1972.9% | 0.45% | +1779.2% |
| Q2 2018 | $112,000 | – | 2,162 | – | 0.02% | – |
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% |