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 | $625,796 | -6.7% | 9,650 | -1.0% | 0.06% | -1.7% |
| Q2 2023 | $670,672 | -3.0% | 9,751 | -6.8% | 0.06% | -11.8% |
| Q1 2023 | $691,605 | +9.6% | 10,466 | -4.1% | 0.07% | -2.9% |
| Q3 2022 | $631,000 | -4.1% | 10,908 | +0.2% | 0.07% | -4.1% |
| Q2 2022 | $658,000 | -14.2% | 10,884 | -0.1% | 0.07% | -2.7% |
| Q1 2022 | $767,000 | -5.7% | 10,892 | -4.7% | 0.08% | -3.8% |
| Q4 2021 | $813,000 | +3.7% | 11,429 | -3.5% | 0.08% | -6.0% |
| Q3 2021 | $784,000 | +19.1% | 11,838 | +21.4% | 0.08% | +20.3% |
| Q2 2021 | $658,000 | +9.1% | 9,752 | +5.7% | 0.07% | -2.8% |
| Q1 2021 | $603,000 | +16.6% | 9,222 | -0.9% | 0.07% | +9.2% |
| Q4 2020 | $517,000 | +52.1% | 9,310 | -72.5% | 0.06% | +1525.0% |
| Q3 2018 | $340,000 | – | 33,854 | – | 0.00% | – |
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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% |