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 | $19,458 | +92557.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $21 | +5.0% | 300 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $20 | +5.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19 | -99.9% | 300 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $17,000 | -5.6% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -14.3% | 300 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $21,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +5.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | 0.0% | 300 | 0.0% | 0.01% | -20.0% |
| Q1 2021 | $20,000 | +17.6% | 300 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $17,000 | +6.2% | 300 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $16,000 | +23.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 300 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $16,000 | +6.7% | 300 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $15,000 | -65.1% | 300 | -68.8% | 0.01% | -67.6% |
| Q4 2018 | $43,000 | -6.5% | 962 | 0.0% | 0.04% | +15.6% |
| Q3 2018 | $46,000 | -9.8% | 962 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $51,000 | +6.2% | 962 | +100.0% | 0.03% | -2.9% |
| Q1 2018 | $48,000 | -2.0% | 481 | 0.0% | 0.03% | -12.8% |
| Q4 2017 | $49,000 | – | 481 | – | 0.04% | – |
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% |