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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $47,000 | -21.7% | 792 | -7.4% | 0.00% | – |
| Q1 2022 | $60,000 | 0.0% | 855 | 0.0% | 0.00% | – |
| Q4 2021 | $60,000 | +7.1% | 855 | 0.0% | 0.00% | – |
| Q3 2021 | $56,000 | -29.1% | 855 | -27.1% | 0.00% | – |
| Q2 2021 | $79,000 | +43.6% | 1,173 | +37.2% | 0.00% | – |
| Q1 2021 | $55,000 | +17.0% | 855 | 0.0% | 0.00% | – |
| Q4 2020 | $47,000 | +27.0% | 855 | 0.0% | 0.00% | – |
| Q3 2020 | $37,000 | -58.9% | 855 | -59.4% | 0.00% | -100.0% |
| Q2 2020 | $90,000 | +104.5% | 2,107 | +68.3% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | – | 1,252 | – | 0.00% | – |
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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% |