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 2023 | $3,247,114 | +4.7% | 47,210 | +0.6% | 0.80% | -3.6% |
| Q1 2023 | $3,100,548 | +3.0% | 46,921 | +0.8% | 0.84% | -9.2% |
| Q4 2022 | $3,011,469 | +14.0% | 46,531 | +1.8% | 0.92% | -3.3% |
| Q3 2022 | $2,642,000 | -1.7% | 45,688 | +2.8% | 0.95% | -2.6% |
| Q2 2022 | $2,688,000 | -13.7% | 44,425 | +0.4% | 0.98% | -17.4% |
| Q1 2022 | $3,113,000 | +84.4% | 44,229 | +86.3% | 1.18% | +85.6% |
| Q4 2021 | $1,688,000 | +23.9% | 23,739 | +15.4% | 0.64% | +125.1% |
| Q3 2021 | $1,362,000 | +9.5% | 20,564 | +11.6% | 0.28% | +11.9% |
| Q2 2021 | $1,244,000 | +16.5% | 18,426 | +12.9% | 0.25% | +5.0% |
| Q1 2021 | $1,068,000 | -2.1% | 16,325 | -16.9% | 0.24% | +8.1% |
| Q4 2020 | $1,091,000 | +33.5% | 19,653 | +4.4% | 0.22% | -5.5% |
| Q3 2020 | $817,000 | +84.8% | 18,825 | +81.7% | 0.24% | +65.0% |
| Q2 2020 | $442,000 | +80.4% | 10,359 | +49.2% | 0.14% | +40.2% |
| Q1 2020 | $245,000 | +19.5% | 6,942 | +85.9% | 0.10% | +24.4% |
| Q4 2019 | $205,000 | – | 3,735 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |