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 | $294 | -9.3% | 4,535 | -3.7% | 0.12% | -4.6% |
| Q2 2023 | $324 | -1.5% | 4,707 | -5.4% | 0.13% | -8.4% |
| Q1 2023 | $329 | -19.4% | 4,977 | -21.0% | 0.14% | -25.1% |
| Q4 2022 | $408 | -99.9% | 6,300 | -11.3% | 0.19% | -12.4% |
| Q3 2022 | $411,000 | -9.9% | 7,102 | -5.7% | 0.22% | -6.4% |
| Q2 2022 | $456,000 | -15.2% | 7,533 | -1.5% | 0.23% | -5.3% |
| Q1 2022 | $538,000 | -8.8% | 7,645 | -7.9% | 0.25% | -5.0% |
| Q4 2021 | $590,000 | +5.7% | 8,303 | -1.5% | 0.26% | -2.6% |
| Q3 2021 | $558,000 | -1.9% | 8,426 | 0.0% | 0.27% | -0.7% |
| Q2 2021 | $569,000 | +3.3% | 8,426 | 0.0% | 0.27% | -17.3% |
| Q1 2021 | $551,000 | +17.7% | 8,426 | 0.0% | 0.32% | +6.6% |
| Q4 2020 | $468,000 | +27.9% | 8,426 | 0.0% | 0.30% | +10.5% |
| Q3 2020 | $366,000 | -15.9% | 8,426 | -17.5% | 0.28% | -21.9% |
| Q2 2020 | $435,000 | -83.9% | 10,215 | -86.6% | 0.35% | -86.9% |
| Q1 2020 | $2,696,000 | -40.7% | 76,463 | -7.9% | 2.68% | -20.0% |
| Q4 2019 | $4,550,000 | +6.7% | 83,062 | 0.0% | 3.35% | -1.2% |
| Q3 2019 | $4,263,000 | -2.0% | 83,062 | -1.9% | 3.39% | -2.5% |
| Q2 2019 | $4,351,000 | +1.8% | 84,695 | -0.2% | 3.48% | -4.2% |
| Q1 2019 | $4,275,000 | +2.8% | 84,866 | -9.5% | 3.63% | -8.0% |
| Q4 2018 | $4,160,000 | – | 93,784 | – | 3.95% | – |
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% |