SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 203 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,142,450 | -3.5% | 140,957 | +2.3% | 3.81% | -3.4% |
| Q2 2023 | $9,472,728 | +103824.6% | 137,725 | -0.2% | 3.94% | -5.2% |
| Q1 2023 | $9,115 | +4.4% | 137,944 | +2.3% | 4.16% | -1.7% |
| Q4 2022 | $8,730 | -99.9% | 134,881 | +24.3% | 4.23% | -15.8% |
| Q3 2022 | $6,276,000 | -45.0% | 108,537 | -42.5% | 5.03% | +6.3% |
| Q2 2022 | $11,411,000 | -9.8% | 188,619 | +5.0% | 4.73% | -3.2% |
| Q1 2022 | $12,644,000 | +13.6% | 179,650 | +14.8% | 4.88% | +0.5% |
| Q4 2021 | $11,128,000 | +16.9% | 156,508 | +8.9% | 4.86% | +10.9% |
| Q3 2021 | $9,523,000 | +1.2% | 143,782 | +3.2% | 4.38% | -3.3% |
| Q2 2021 | $9,408,000 | +7.0% | 139,335 | +3.7% | 4.53% | +13.4% |
| Q1 2021 | $8,794,000 | +28.9% | 134,404 | +9.4% | 3.99% | +27.4% |
| Q4 2020 | $6,824,000 | +35.2% | 122,867 | +5.6% | 3.13% | +10.6% |
| Q3 2020 | $5,049,000 | +1.7% | 116,353 | -0.1% | 2.83% | -8.0% |
| Q2 2020 | $4,966,000 | -13.5% | 116,497 | +11.2% | 3.08% | -17.5% |
| Q4 2019 | $5,739,000 | – | 104,755 | – | 3.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |