SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. 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 | 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% |