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 | $12,375,050 | -6.5% | 190,796 | -0.9% | 2.04% | -2.4% |
| Q2 2023 | $13,240,793 | +5.0% | 192,509 | +0.9% | 2.09% | -1.4% |
| Q1 2023 | $12,606,744 | +3.8% | 190,780 | +1.7% | 2.12% | -2.1% |
| Q4 2022 | $12,144,274 | +5.4% | 187,643 | -5.9% | 2.17% | -3.9% |
| Q3 2022 | $11,527,000 | -4.0% | 199,364 | +0.5% | 2.26% | -1.3% |
| Q2 2022 | $12,006,000 | -12.6% | 198,450 | +1.7% | 2.29% | -0.5% |
| Q1 2022 | $13,730,000 | -0.9% | 195,090 | +0.1% | 2.30% | +9.5% |
| Q4 2021 | $13,852,000 | +6.6% | 194,826 | -0.7% | 2.10% | -6.5% |
| Q3 2021 | $13,000,000 | -2.2% | 196,279 | -0.3% | 2.24% | -50.7% |
| Q2 2021 | $13,296,000 | +3.0% | 196,921 | -0.1% | 4.56% | +88.4% |
| Q1 2021 | $12,903,000 | +18.3% | 197,201 | +0.3% | 2.42% | +9.7% |
| Q4 2020 | $10,908,000 | +23.0% | 196,540 | +2.4% | 2.20% | +12.4% |
| Q3 2020 | $8,869,000 | +7.8% | 191,851 | +8.4% | 1.96% | +7.1% |
| Q2 2020 | $8,230,000 | +32.6% | 177,059 | +9.1% | 1.83% | +25.2% |
| Q1 2020 | $6,208,000 | -15.8% | 162,289 | +20.5% | 1.46% | +6.2% |
| Q4 2019 | $7,376,000 | +5.6% | 134,647 | +2.9% | 1.38% | +0.7% |
| Q3 2019 | $6,982,000 | +19.9% | 130,828 | +17.5% | 1.37% | +18.4% |
| Q2 2019 | $5,824,000 | +15.9% | 111,308 | +15.4% | 1.16% | +17.4% |
| Q1 2019 | $5,027,000 | +50.5% | 96,416 | +28.0% | 0.98% | +35.2% |
| Q4 2018 | $3,341,000 | +4.7% | 75,323 | +26.8% | 0.73% | +30.5% |
| Q3 2018 | $3,192,000 | +51.9% | 59,414 | +47.1% | 0.56% | +50.8% |
| Q2 2018 | $2,101,000 | +56.0% | 40,385 | +198.3% | 0.37% | +52.9% |
| Q1 2018 | $1,347,000 | +180.0% | 13,538 | +189.3% | 0.24% | +168.9% |
| Q4 2017 | $481,000 | – | 4,679 | – | 0.09% | – |
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% |