SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,119,524 | -5.5% | 32,678 | +0.2% | 0.10% | -3.0% |
| Q2 2023 | $2,242,444 | -1.0% | 32,603 | -4.9% | 0.10% | +3.1% |
| Q1 2023 | $2,264,702 | +9.0% | 34,272 | +6.7% | 0.10% | -2.0% |
| Q4 2022 | $2,077,964 | +28.5% | 32,107 | +14.8% | 0.10% | +7.6% |
| Q3 2022 | $1,617,000 | +19.8% | 27,957 | +25.3% | 0.09% | +12.2% |
| Q2 2022 | $1,350,000 | +81.7% | 22,319 | +111.3% | 0.08% | +82.2% |
| Q1 2022 | $743,000 | +61.9% | 10,563 | +63.5% | 0.04% | +66.7% |
| Q4 2021 | $459,000 | +9.3% | 6,460 | +1.8% | 0.03% | 0.0% |
| Q3 2021 | $420,000 | -11.6% | 6,343 | -9.8% | 0.03% | -15.6% |
| Q2 2021 | $475,000 | +16.1% | 7,033 | +12.4% | 0.03% | +6.7% |
| Q1 2021 | $409,000 | -25.2% | 6,256 | -36.5% | 0.03% | -38.8% |
| Q4 2020 | $547,000 | +27.8% | 9,859 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $428,000 | +0.7% | 9,859 | -1.1% | 0.05% | -11.3% |
| Q2 2020 | $425,000 | +16.1% | 9,969 | -4.1% | 0.05% | -1.9% |
| Q1 2020 | $366,000 | -37.2% | 10,394 | -2.4% | 0.05% | -27.0% |
| Q4 2019 | $583,000 | +6.6% | 10,651 | 0.0% | 0.07% | -6.3% |
| Q3 2019 | $547,000 | -14.8% | 10,651 | -14.8% | 0.08% | -22.5% |
| Q2 2019 | $642,000 | +2.9% | 12,494 | +0.8% | 0.10% | -3.8% |
| Q1 2019 | $624,000 | – | 12,394 | – | 0.11% | – |
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% |