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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,251,000 | -39.9% | 80,252 | -49.0% | 0.63% | -41.5% |
| Q4 2020 | $8,738,000 | +32.2% | 157,434 | +3.3% | 1.08% | +22.8% |
| Q3 2020 | $6,610,000 | +3.3% | 152,348 | +1.5% | 0.88% | -4.0% |
| Q2 2020 | $6,400,000 | +21.9% | 150,121 | +0.8% | 0.92% | +4.9% |
| Q1 2020 | $5,252,000 | -65.5% | 148,948 | -46.4% | 0.87% | -57.2% |
| Q4 2019 | $15,228,000 | +8.6% | 277,992 | +1.7% | 2.04% | +1.5% |
| Q3 2019 | $14,023,000 | +4.6% | 273,256 | +4.7% | 2.01% | -1.3% |
| Q2 2019 | $13,402,000 | +5.8% | 260,897 | +3.8% | 2.04% | -0.7% |
| Q1 2019 | $12,666,000 | +15.1% | 251,439 | +1.4% | 2.05% | +5.9% |
| Q4 2018 | $11,002,000 | – | 248,015 | – | 1.93% | – |
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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% |