SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,508 | +26.8% | 265 | +24.4% | 0.00% | – |
| Q4 2022 | $13,810 | -1.4% | 213 | +1.4% | 0.00% | – |
| Q2 2021 | $14,000 | -33.3% | 210 | -44.1% | 0.00% | -100.0% |
| Q4 2020 | $21,000 | -58.8% | 376 | -62.1% | 0.00% | -66.7% |
| Q3 2019 | $51,000 | 0.0% | 993 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $51,000 | +131.8% | 993 | +125.7% | 0.00% | +50.0% |
| Q1 2019 | $22,000 | – | 440 | +43900.0% | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 1 | -99.5% | 0.00% | -100.0% |
| Q1 2018 | $20,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | -96.0% | 197 | -96.1% | 0.00% | -96.6% |
| Q3 2017 | $506,000 | +11.9% | 5,112 | +9.0% | 0.06% | -1.7% |
| Q2 2017 | $452,000 | +1.6% | 4,692 | +1.5% | 0.06% | -9.2% |
| Q1 2017 | $445,000 | +232.1% | 4,623 | +197.1% | 0.06% | +160.0% |
| Q3 2016 | $134,000 | +3250.0% | 1,556 | +3012.0% | 0.02% | +2400.0% |
| Q2 2016 | $4,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |