SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,986,865 | -6.0% | 30,633 | -0.3% | 0.13% | -12.7% |
Q2 2023 | $2,113,729 | +3.8% | 30,731 | -0.2% | 0.15% | -4.5% |
Q1 2023 | $2,035,669 | -2.3% | 30,806 | -4.3% | 0.16% | -9.8% |
Q4 2022 | $2,083,447 | +10.7% | 32,191 | -1.1% | 0.17% | -12.1% |
Q3 2022 | $1,882,000 | -4.5% | 32,553 | -0.0% | 0.20% | +10.6% |
Q2 2022 | $1,970,000 | -14.4% | 32,555 | -0.5% | 0.18% | -4.3% |
Q1 2022 | $2,302,000 | -31.3% | 32,714 | -30.6% | 0.19% | -22.4% |
Q4 2021 | $3,350,000 | +16.2% | 47,119 | +8.3% | 0.24% | -2.0% |
Q3 2021 | $2,882,000 | -1.4% | 43,519 | +0.5% | 0.25% | -5.0% |
Q2 2021 | $2,923,000 | +6.6% | 43,296 | +3.3% | 0.26% | -11.0% |
Q1 2021 | $2,741,000 | +5.9% | 41,899 | -10.2% | 0.29% | -18.5% |
Q4 2020 | $2,589,000 | +41.4% | 46,653 | +10.5% | 0.36% | -20.0% |
Q3 2020 | $1,831,000 | +24.2% | 42,208 | +22.1% | 0.45% | -1.3% |
Q2 2020 | $1,474,000 | +41.3% | 34,580 | +16.9% | 0.45% | -38.8% |
Q1 2020 | $1,043,000 | -77.5% | 29,579 | -65.0% | 0.74% | -71.9% |
Q4 2019 | $4,630,000 | +11.5% | 84,523 | +4.5% | 2.63% | +65.3% |
Q3 2019 | $4,152,000 | -17.0% | 80,913 | -16.9% | 1.59% | -20.3% |
Q2 2019 | $5,000,000 | +210.9% | 97,332 | +204.9% | 1.99% | +129.5% |
Q1 2019 | $1,608,000 | +76.1% | 31,926 | +55.1% | 0.87% | +42.7% |
Q4 2018 | $913,000 | – | 20,587 | – | 0.61% | – |
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% |