SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $862,335 | -16.8% | 13,295 | -11.8% | 0.08% | -15.1% |
Q2 2023 | $1,036,757 | +3.6% | 15,074 | -0.4% | 0.09% | +10.7% |
Q1 2023 | $1,000,397 | -3.9% | 15,139 | -5.9% | 0.08% | -15.2% |
Q4 2022 | $1,041,466 | +8.0% | 16,092 | -3.4% | 0.10% | -13.9% |
Q3 2022 | $964,000 | -11.8% | 16,667 | -7.8% | 0.12% | -9.4% |
Q2 2022 | $1,093,000 | -18.0% | 18,074 | -4.6% | 0.13% | -6.6% |
Q1 2022 | $1,333,000 | -3.9% | 18,946 | -2.9% | 0.14% | -2.9% |
Q4 2021 | $1,387,000 | +3.0% | 19,508 | -4.1% | 0.14% | +4.5% |
Q3 2021 | $1,347,000 | -17.6% | 20,345 | -16.0% | 0.13% | -17.8% |
Q2 2021 | $1,635,000 | -0.5% | 24,222 | -3.5% | 0.16% | -5.8% |
Q1 2021 | $1,643,000 | +10.0% | 25,107 | -6.7% | 0.17% | -3.4% |
Q4 2020 | $1,493,000 | +20.5% | 26,905 | -5.8% | 0.18% | +4.1% |
Q3 2020 | $1,239,000 | -9.6% | 28,560 | -11.1% | 0.17% | -18.1% |
Q2 2020 | $1,370,000 | +8.0% | 32,132 | -10.8% | 0.21% | -12.9% |
Q1 2020 | $1,269,000 | -94.6% | 36,003 | -91.7% | 0.24% | -93.8% |
Q4 2019 | $23,704,000 | +7.2% | 432,719 | +0.5% | 3.90% | -2.4% |
Q3 2019 | $22,108,000 | +5.1% | 430,778 | +5.2% | 3.99% | -1.0% |
Q2 2019 | $21,039,000 | +1.7% | 409,556 | -0.3% | 4.03% | -7.9% |
Q1 2019 | $20,693,000 | +12.9% | 410,769 | -0.6% | 4.38% | -13.3% |
Q4 2018 | $18,335,000 | -12.5% | 413,313 | +6.0% | 5.05% | +6.4% |
Q3 2018 | $20,952,000 | +4.8% | 389,955 | +1.5% | 4.75% | -5.8% |
Q2 2018 | $19,987,000 | +5.7% | 384,152 | +102.0% | 5.04% | +11.8% |
Q1 2018 | $18,914,000 | +2.3% | 190,149 | +5.7% | 4.51% | +1.1% |
Q4 2017 | $18,493,000 | +8.7% | 179,827 | +4.7% | 4.46% | +2.8% |
Q3 2017 | $17,006,000 | +4.5% | 171,765 | +1.7% | 4.34% | -4.5% |
Q2 2017 | $16,273,000 | +26.3% | 168,966 | +23.2% | 4.54% | +13.6% |
Q1 2017 | $12,887,000 | 0.0% | 137,156 | 0.0% | 4.00% | 0.0% |
Q4 2016 | $12,887,000 | +5.8% | 137,156 | -2.7% | 4.00% | +3.5% |
Q3 2016 | $12,179,000 | +26.8% | 141,008 | +21.5% | 3.87% | +15.9% |
Q2 2016 | $9,605,000 | +1.6% | 116,069 | -1.4% | 3.34% | -14.2% |
Q1 2016 | $9,456,000 | +3.8% | 117,693 | -1.8% | 3.89% | -54.0% |
Q4 2015 | $9,108,000 | +18.6% | 119,838 | +19.6% | 8.46% | +131.6% |
Q3 2015 | $7,679,000 | – | 100,188 | – | 3.65% | – |
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% |