SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,173,966 | +140.9% | 32,899 | +136.0% | 0.00% | – |
| Q4 2022 | $902,326 | -28.8% | 13,942 | -36.4% | 0.00% | -100.0% |
| Q3 2022 | $1,268,000 | -73.6% | 21,922 | -69.2% | 0.00% | -50.0% |
| Q2 2021 | $4,810,000 | +112.1% | 71,234 | +105.5% | 0.00% | +100.0% |
| Q1 2021 | $2,268,000 | -24.3% | 34,660 | -50.7% | 0.00% | -50.0% |
| Q2 2020 | $2,998,000 | +219.3% | 70,334 | +164.2% | 0.00% | +100.0% |
| Q1 2020 | $939,000 | -45.1% | 26,623 | -14.8% | 0.00% | -50.0% |
| Q4 2019 | $1,711,000 | +47.5% | 31,240 | +38.3% | 0.00% | 0.0% |
| Q2 2019 | $1,160,000 | -13.8% | 22,589 | -9.8% | 0.00% | -33.3% |
| Q3 2018 | $1,345,000 | +91.6% | 25,037 | +266.7% | 0.00% | +50.0% |
| Q4 2017 | $702,000 | -75.0% | 6,828 | -75.9% | 0.00% | -77.8% |
| Q3 2017 | $2,808,000 | +161.7% | 28,361 | +154.7% | 0.01% | +125.0% |
| Q2 2017 | $1,073,000 | -62.5% | 11,137 | -62.6% | 0.00% | -69.2% |
| Q1 2017 | $2,865,000 | +22.6% | 29,741 | +5.4% | 0.01% | +8.3% |
| Q2 2016 | $2,336,000 | +4.4% | 28,225 | +1.3% | 0.01% | -7.7% |
| Q1 2016 | $2,238,000 | +781.1% | 27,857 | +733.3% | 0.01% | +550.0% |
| Q4 2015 | $254,000 | -55.7% | 3,343 | -55.4% | 0.00% | -50.0% |
| Q3 2015 | $574,000 | +148.5% | 7,488 | +166.3% | 0.00% | +100.0% |
| Q3 2014 | $231,000 | -91.4% | 2,812 | -91.0% | 0.00% | -94.1% |
| Q2 2014 | $2,687,000 | – | 31,145 | – | 0.03% | – |
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% |