SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $760 | -99.5% | 13 | -81.2% | 0.00% | -100.0% |
| Q2 2023 | $138,225 | +15769.7% | 69 | +4.5% | 0.38% | +1292.6% |
| Q1 2023 | $871 | -99.3% | 66 | +1.5% | 0.03% | -95.9% |
| Q4 2022 | $127,193 | -83.3% | 65 | +12.1% | 0.66% | +2453.8% |
| Q3 2022 | $762,000 | -4.4% | 58 | -4.9% | 0.03% | +4.0% |
| Q2 2022 | $797,000 | -14.5% | 61 | -12.9% | 0.02% | -3.8% |
| Q1 2022 | $932,000 | -16.4% | 70 | -50.7% | 0.03% | +4.0% |
| Q4 2021 | $1,115,000 | +1589.4% | 142 | +735.3% | 0.02% | -19.4% |
| Q3 2021 | $66,000 | -2.9% | 17 | 0.0% | 0.03% | +29.2% |
| Q2 2021 | $68,000 | -97.6% | 17 | -61.4% | 0.02% | -58.6% |
| Q1 2021 | $2,858,000 | +285700.0% | 44 | +175.0% | 0.06% | +5700.0% |
| Q4 2020 | $1,000 | -100.0% | 16 | -98.8% | 0.00% | -99.3% |
| Q1 2020 | $48,253,000 | +87632.7% | 1,369 | -37.7% | 0.15% | +292.1% |
| Q4 2019 | $55,000 | -35.3% | 2,197 | +32.6% | 0.04% | -47.9% |
| Q3 2019 | $85,000 | +1.2% | 1,657 | +0.9% | 0.07% | +5.8% |
| Q2 2019 | $84,000 | +3.7% | 1,643 | +3.7% | 0.07% | +4.5% |
| Q1 2019 | $81,000 | +2.5% | 1,584 | -3.9% | 0.07% | -20.5% |
| Q3 2018 | $79,000 | +203.8% | 1,648 | +239.1% | 0.08% | +245.8% |
| Q2 2018 | $26,000 | +30.0% | 486 | +137.1% | 0.02% | +20.0% |
| Q1 2018 | $20,000 | – | 205 | – | 0.02% | – |
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% |