SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,107 | -9.2% | 47,897 | -3.7% | 0.57% | -7.3% |
| Q2 2023 | $3,422 | +6.5% | 49,760 | +0.6% | 0.61% | -1.4% |
| Q1 2023 | $3,214 | -5.1% | 49,448 | -2.1% | 0.62% | -11.0% |
| Q4 2022 | $3,386 | -99.9% | 50,523 | -2.5% | 0.70% | -8.4% |
| Q3 2022 | $3,067,000 | -3.2% | 51,838 | -1.0% | 0.76% | -5.6% |
| Q2 2022 | $3,167,000 | -13.8% | 52,341 | -2.5% | 0.81% | +19.0% |
| Q1 2022 | $3,674,000 | -7.2% | 53,688 | -1.8% | 0.68% | -6.3% |
| Q4 2021 | $3,959,000 | +8.0% | 54,674 | +0.9% | 0.73% | -5.3% |
| Q3 2021 | $3,665,000 | +2.8% | 54,209 | +2.7% | 0.77% | -0.4% |
| Q2 2021 | $3,565,000 | +6.3% | 52,794 | +3.0% | 0.77% | -3.6% |
| Q1 2021 | $3,354,000 | +16.4% | 51,255 | -1.3% | 0.80% | +8.9% |
| Q4 2020 | $2,881,000 | +20.4% | 51,913 | +1.1% | 0.73% | +5.5% |
| Q3 2020 | $2,393,000 | +2.4% | 51,360 | -6.3% | 0.70% | -6.3% |
| Q2 2020 | $2,336,000 | +34.8% | 54,799 | +11.5% | 0.74% | +6.4% |
| Q1 2020 | $1,733,000 | -19.8% | 49,138 | +24.5% | 0.70% | -12.3% |
| Q4 2019 | $2,162,000 | +17.2% | 39,469 | +6.0% | 0.80% | -1.0% |
| Q3 2019 | $1,844,000 | -7.4% | 37,233 | -3.7% | 0.80% | -8.0% |
| Q2 2019 | $1,992,000 | +3.8% | 38,683 | +1.5% | 0.87% | -18.8% |
| Q1 2019 | $1,919,000 | +13.7% | 38,093 | +0.1% | 1.08% | -6.8% |
| Q4 2018 | $1,688,000 | -15.6% | 38,051 | +2.3% | 1.16% | -11.0% |
| Q3 2018 | $1,999,000 | +4.6% | 37,207 | +1.2% | 1.30% | -13.1% |
| Q2 2018 | $1,912,000 | +6.9% | 36,755 | +104.3% | 1.49% | -1.2% |
| Q1 2018 | $1,789,000 | -2.3% | 17,989 | +1.0% | 1.51% | -4.0% |
| Q4 2017 | $1,831,000 | – | 17,809 | – | 1.58% | – |
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% |