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 | $458,690 | -5.9% | 7,072 | -0.2% | 0.13% | -8.8% |
| Q2 2023 | $487,306 | +19.3% | 7,085 | +14.7% | 0.15% | +8.1% |
| Q1 2023 | $408,308 | +1.7% | 6,179 | -0.4% | 0.14% | -5.6% |
| Q4 2022 | $401,652 | +5.4% | 6,206 | -5.8% | 0.14% | -2.0% |
| Q3 2022 | $381,000 | -4.5% | 6,587 | 0.0% | 0.15% | -1.3% |
| Q2 2022 | $399,000 | -14.0% | 6,587 | 0.0% | 0.15% | -1.3% |
| Q1 2022 | $464,000 | -13.4% | 6,587 | -12.7% | 0.15% | -13.2% |
| Q4 2021 | $536,000 | +6.8% | 7,544 | -0.5% | 0.17% | +17.6% |
| Q3 2021 | $502,000 | -3.3% | 7,581 | -1.5% | 0.15% | -3.9% |
| Q2 2021 | $519,000 | +36.6% | 7,693 | +32.5% | 0.15% | +18.5% |
| Q1 2021 | $380,000 | +18.8% | 5,808 | +0.6% | 0.13% | +13.0% |
| Q4 2020 | $320,000 | +27.5% | 5,771 | -0.1% | 0.12% | +11.7% |
| Q3 2020 | $251,000 | +4.1% | 5,775 | +2.0% | 0.10% | -22.0% |
| Q2 2020 | $241,000 | -21.0% | 5,662 | -34.5% | 0.13% | -37.4% |
| Q1 2020 | $305,000 | +36.2% | 8,644 | +111.4% | 0.21% | +90.1% |
| Q4 2019 | $224,000 | +6.7% | 4,089 | 0.0% | 0.11% | -10.5% |
| Q3 2019 | $210,000 | – | 4,089 | – | 0.12% | – |
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% |