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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $37,847,571 | +6.9% | 550,270 | +2.7% | 0.14% | +4.6% |
| Q1 2023 | $35,395,752 | +16.9% | 535,650 | +14.5% | 0.13% | +10.1% |
| Q4 2022 | $30,274,010 | +27.9% | 467,769 | +14.3% | 0.12% | +16.7% |
| Q3 2022 | $23,672,000 | +6.1% | 409,410 | +11.0% | 0.10% | +15.9% |
| Q2 2022 | $22,305,000 | -8.6% | 368,675 | +6.3% | 0.09% | +3.5% |
| Q1 2022 | $24,407,000 | +4.4% | 346,791 | +5.4% | 0.08% | +10.4% |
| Q4 2021 | $23,383,000 | +8.1% | 328,880 | +0.7% | 0.08% | +2.7% |
| Q3 2021 | $21,635,000 | -1.7% | 326,673 | +0.2% | 0.08% | 0.0% |
| Q2 2021 | $22,012,000 | -1.7% | 326,011 | -4.8% | 0.08% | -6.2% |
| Q1 2021 | $22,397,000 | +18.5% | 342,302 | +0.5% | 0.08% | +12.7% |
| Q4 2020 | $18,906,000 | +22.8% | 340,639 | -4.0% | 0.07% | +2.9% |
| Q3 2020 | $15,394,000 | -1.0% | 354,801 | -2.7% | 0.07% | -6.8% |
| Q2 2020 | $15,552,000 | – | 364,818 | – | 0.07% | – |
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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% |