SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,584,782 | +13.0% | 62,480 | -0.1% | 1.20% | +2.1% |
| Q3 2023 | $4,056,280 | -6.9% | 62,539 | -1.3% | 1.18% | -1.8% |
| Q2 2023 | $4,357,763 | +7.7% | 63,358 | +3.4% | 1.20% | +4.8% |
| Q1 2023 | $4,047,929 | -23.5% | 61,258 | -25.1% | 1.15% | -25.3% |
| Q4 2022 | $5,290,278 | +10.8% | 81,741 | -1.0% | 1.54% | +5.1% |
| Q3 2022 | $4,774,000 | -4.0% | 82,573 | +0.5% | 1.46% | +0.3% |
| Q2 2022 | $4,971,000 | -16.2% | 82,166 | -2.6% | 1.46% | -7.5% |
| Q1 2022 | $5,935,000 | -0.9% | 84,327 | +0.2% | 1.57% | +4.9% |
| Q4 2021 | $5,986,000 | +5.9% | 84,191 | -1.4% | 1.50% | -0.2% |
| Q3 2021 | $5,653,000 | -1.1% | 85,353 | +0.8% | 1.50% | -2.0% |
| Q2 2021 | $5,716,000 | +2.4% | 84,659 | -0.8% | 1.53% | -4.5% |
| Q1 2021 | $5,582,000 | +3.0% | 85,309 | -12.6% | 1.60% | -5.1% |
| Q4 2020 | $5,419,000 | +16.4% | 97,636 | -9.0% | 1.69% | -1.0% |
| Q3 2020 | $4,656,000 | +1.1% | 107,299 | -0.6% | 1.71% | -4.8% |
| Q2 2020 | $4,604,000 | -14.7% | 107,994 | -29.4% | 1.79% | -36.3% |
| Q1 2020 | $5,395,000 | -18.7% | 153,012 | +26.3% | 2.82% | -15.4% |
| Q4 2019 | $6,636,000 | +5.0% | 121,138 | +0.5% | 3.33% | -0.6% |
| Q3 2019 | $6,320,000 | +7.7% | 120,572 | +4.4% | 3.35% | +2.5% |
| Q2 2019 | $5,868,000 | -0.6% | 115,504 | +3.2% | 3.26% | -4.3% |
| Q1 2019 | $5,901,000 | +22.7% | 111,870 | +3.2% | 3.41% | +2.7% |
| Q4 2018 | $4,809,000 | – | 108,400 | – | 3.32% | – |
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% |