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 | $9,146,311 | -5.4% | 141,016 | +0.4% | 0.62% | -1.6% |
| Q2 2023 | $9,664,562 | +8.6% | 140,514 | +4.4% | 0.63% | +3.1% |
| Q1 2023 | $8,895,527 | +5.5% | 134,617 | +3.3% | 0.61% | -4.1% |
| Q4 2022 | $8,434,850 | +16.7% | 130,328 | +4.3% | 0.64% | +6.4% |
| Q3 2022 | $7,226,000 | +1.6% | 124,985 | +6.4% | 0.60% | -16.7% |
| Q2 2022 | $7,109,000 | -11.2% | 117,512 | +3.3% | 0.72% | +4.1% |
| Q1 2022 | $8,006,000 | +7.7% | 113,764 | +8.8% | 0.69% | +12.2% |
| Q4 2021 | $7,436,000 | +13.1% | 104,598 | +5.4% | 0.62% | +13.5% |
| Q3 2021 | $6,572,000 | +7.6% | 99,232 | +997.2% | 0.54% | -11.7% |
| Q2 2021 | $6,106,000 | +19.5% | 9,044 | -88.4% | 0.61% | +12.5% |
| Q1 2021 | $5,110,000 | +35.8% | 78,108 | +15.2% | 0.55% | +17.7% |
| Q4 2020 | $3,762,000 | +44.6% | 67,798 | +13.1% | 0.46% | +25.1% |
| Q3 2020 | $2,601,000 | +5.9% | 59,961 | +4.1% | 0.37% | -3.4% |
| Q2 2020 | $2,455,000 | -5.3% | 57,609 | -21.6% | 0.38% | -24.9% |
| Q1 2020 | $2,592,000 | -25.8% | 73,523 | +15.2% | 0.51% | -8.8% |
| Q4 2019 | $3,494,000 | +12.1% | 63,797 | +5.1% | 0.56% | +2.6% |
| Q3 2019 | $3,116,000 | +20.0% | 60,730 | +20.1% | 0.55% | +17.2% |
| Q2 2019 | $2,597,000 | +27.2% | 50,549 | +24.7% | 0.47% | +7.6% |
| Q1 2019 | $2,042,000 | +60.0% | 40,539 | +40.9% | 0.43% | +40.6% |
| Q4 2018 | $1,276,000 | +127.9% | 28,780 | +175.9% | 0.31% | +156.7% |
| Q3 2018 | $560,000 | +60.9% | 10,430 | +56.0% | 0.12% | +53.8% |
| Q2 2018 | $348,000 | +80.3% | 6,688 | +244.0% | 0.08% | +73.3% |
| Q1 2018 | $193,000 | +63.6% | 1,944 | +69.0% | 0.04% | +73.1% |
| Q4 2017 | $118,000 | +26.9% | 1,150 | +22.1% | 0.03% | -16.1% |
| Q3 2017 | $93,000 | +75.5% | 942 | +69.7% | 0.03% | +40.9% |
| Q2 2017 | $53,000 | +47.2% | 555 | +48.8% | 0.02% | +83.3% |
| Q1 2017 | $36,000 | +16.1% | 373 | +12.3% | 0.01% | 0.0% |
| Q4 2016 | $31,000 | +10.7% | 332 | +1.8% | 0.01% | +9.1% |
| Q3 2016 | $28,000 | +64.7% | 326 | +61.4% | 0.01% | +175.0% |
| Q2 2016 | $17,000 | +142.9% | 202 | +146.3% | 0.00% | +33.3% |
| Q1 2016 | $7,000 | +16.7% | 82 | +2.5% | 0.00% | 0.0% |
| Q4 2015 | $6,000 | 0.0% | 80 | +2.6% | 0.00% | -25.0% |
| Q3 2015 | $6,000 | -14.3% | 78 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $7,000 | 0.0% | 78 | +1.3% | 0.01% | 0.0% |
| Q1 2015 | $7,000 | 0.0% | 77 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $7,000 | +16.7% | 77 | +2.7% | 0.01% | +20.0% |
| Q3 2014 | $6,000 | 0.0% | 75 | +1.4% | 0.01% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 74 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $6,000 | – | 74 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |