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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,299,307 | +12.3% | 17,707 | -0.7% | 0.04% | -4.3% |
| Q3 2023 | $1,156,966 | -12.1% | 17,838 | -6.8% | 0.05% | -16.1% |
| Q2 2023 | $1,316,638 | +2.0% | 19,143 | -2.0% | 0.06% | -6.7% |
| Q1 2023 | $1,290,702 | -0.4% | 19,532 | -2.5% | 0.06% | -10.4% |
| Q4 2022 | $1,296,038 | +12.7% | 20,025 | +0.7% | 0.07% | 0.0% |
| Q3 2022 | $1,150,000 | -7.2% | 19,882 | -2.9% | 0.07% | -13.0% |
| Q2 2022 | $1,239,000 | -13.8% | 20,478 | +0.2% | 0.08% | +16.7% |
| Q1 2022 | $1,438,000 | -5.1% | 20,438 | -4.1% | 0.07% | -12.0% |
| Q4 2021 | $1,516,000 | +0.7% | 21,322 | -6.2% | 0.08% | -35.3% |
| Q3 2021 | $1,506,000 | -2.3% | 22,734 | -0.4% | 0.12% | -7.2% |
| Q2 2021 | $1,542,000 | -2.0% | 22,833 | -5.1% | 0.12% | -19.9% |
| Q1 2021 | $1,574,000 | +4.5% | 24,053 | -11.3% | 0.16% | -13.3% |
| Q4 2020 | $1,506,000 | +28.3% | 27,131 | +0.3% | 0.18% | +5.3% |
| Q3 2020 | $1,174,000 | +2.5% | 27,055 | +0.7% | 0.17% | -4.5% |
| Q2 2020 | $1,145,000 | +9.6% | 26,869 | -9.3% | 0.18% | +1.7% |
| Q1 2020 | $1,045,000 | -64.5% | 29,635 | -44.9% | 0.18% | -65.0% |
| Q4 2019 | $2,945,000 | +4.7% | 53,753 | -1.9% | 0.50% | -1.0% |
| Q3 2019 | $2,813,000 | -6.3% | 54,816 | -6.2% | 0.51% | -5.6% |
| Q2 2019 | $3,002,000 | -4.3% | 58,444 | -6.2% | 0.54% | -9.0% |
| Q1 2019 | $3,137,000 | +8.3% | 62,281 | -4.6% | 0.59% | +0.7% |
| Q4 2018 | $2,896,000 | +77.2% | 65,278 | +114.6% | 0.59% | +64.4% |
| Q3 2018 | $1,634,000 | +152.2% | 30,413 | +364.5% | 0.36% | +113.8% |
| Q3 2017 | $648,000 | +13.7% | 6,547 | +10.6% | 0.17% | +8.4% |
| Q2 2017 | $570,000 | +15.9% | 5,920 | +15.9% | 0.15% | +8.5% |
| Q1 2017 | $492,000 | +26.2% | 5,109 | +23.2% | 0.14% | +21.4% |
| Q4 2016 | $390,000 | +13.0% | 4,146 | +3.7% | 0.12% | +5.4% |
| Q3 2016 | $345,000 | +16.9% | 3,999 | +12.2% | 0.11% | +9.9% |
| Q2 2016 | $295,000 | 0.0% | 3,563 | -2.7% | 0.10% | -4.7% |
| Q1 2016 | $295,000 | – | 3,662 | – | 0.11% | – |
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% |