SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,120,049 | -7.2% | 109,776 | -1.6% | 1.46% | -8.9% |
| Q2 2023 | $7,676,007 | +5.9% | 111,602 | +1.8% | 1.60% | 0.0% |
| Q1 2023 | $7,245,443 | -1.1% | 109,647 | -3.1% | 1.60% | -11.9% |
| Q4 2022 | $7,323,423 | +26.4% | 113,155 | +12.9% | 1.81% | +10.2% |
| Q3 2022 | $5,795,000 | -5.7% | 100,225 | -1.4% | 1.65% | -7.5% |
| Q2 2022 | $6,147,000 | -10.7% | 101,605 | +3.9% | 1.78% | -4.3% |
| Q1 2022 | $6,881,000 | +4.7% | 97,763 | -25.1% | 1.86% | -54.2% |
| Q4 2021 | $6,574,000 | -6.5% | 130,503 | +22.9% | 4.06% | +59.2% |
| Q3 2021 | $7,031,000 | -1.1% | 106,154 | +0.8% | 2.55% | -8.5% |
| Q2 2021 | $7,111,000 | -6.5% | 105,317 | -9.4% | 2.79% | -13.5% |
| Q1 2021 | $7,607,000 | +6.6% | 116,266 | -9.5% | 3.23% | -2.2% |
| Q4 2020 | $7,134,000 | +16.7% | 128,535 | -8.8% | 3.30% | +4.0% |
| Q3 2020 | $6,113,000 | +0.3% | 140,876 | -1.4% | 3.17% | -6.0% |
| Q2 2020 | $6,092,000 | +25.2% | 142,894 | +3.6% | 3.38% | +6.7% |
| Q1 2020 | $4,865,000 | -42.2% | 137,968 | -10.2% | 3.16% | -29.5% |
| Q4 2019 | $8,416,000 | +8.7% | 153,632 | +1.8% | 4.49% | +2.0% |
| Q3 2019 | $7,745,000 | +8.5% | 150,924 | +8.6% | 4.40% | +4.3% |
| Q2 2019 | $7,140,000 | +8.6% | 138,984 | +6.5% | 4.22% | +3.8% |
| Q1 2019 | $6,574,000 | +20.6% | 130,503 | +6.2% | 4.06% | +7.7% |
| Q4 2018 | $5,451,000 | – | 122,892 | – | 3.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |