SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,564,776 | -7.8% | 347,900 | -2.2% | 1.82% | -7.6% |
| Q2 2023 | $24,468,672 | +3.0% | 355,753 | -1.0% | 1.98% | -3.4% |
| Q1 2023 | $23,749,454 | +0.8% | 359,405 | -1.3% | 2.04% | -1.1% |
| Q4 2022 | $23,561,717 | +12.6% | 364,056 | +0.6% | 2.07% | +0.6% |
| Q3 2022 | $20,916,000 | -3.1% | 361,736 | +1.4% | 2.05% | -2.6% |
| Q2 2022 | $21,582,000 | -11.2% | 356,727 | +3.2% | 2.11% | +2.1% |
| Q1 2022 | $24,316,000 | +6.6% | 345,505 | +7.7% | 2.07% | +5.5% |
| Q4 2021 | $22,804,000 | +7.2% | 320,729 | -0.2% | 1.96% | -1.4% |
| Q3 2021 | $21,274,000 | -2.1% | 321,217 | -0.2% | 1.99% | -4.7% |
| Q2 2021 | $21,734,000 | +2.5% | 321,888 | -0.7% | 2.08% | -4.9% |
| Q1 2021 | $21,203,000 | +16.5% | 324,062 | -1.2% | 2.19% | +4.3% |
| Q4 2020 | $18,202,000 | +27.5% | 327,969 | -0.3% | 2.10% | +9.4% |
| Q3 2020 | $14,273,000 | +1.6% | 328,946 | -0.2% | 1.92% | -10.6% |
| Q2 2020 | $14,047,000 | +31.2% | 329,514 | +8.5% | 2.15% | -1.6% |
| Q1 2020 | $10,704,000 | +3330.8% | 303,581 | +5226.0% | 2.18% | +4180.4% |
| Q4 2019 | $312,000 | +6.5% | 5,700 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $293,000 | +7.7% | 5,700 | +7.5% | 0.05% | +2.0% |
| Q2 2019 | $272,000 | +1.9% | 5,300 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $267,000 | – | 5,300 | – | 0.05% | – |
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% |