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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,138,397 | -2.2% | 32,969 | +3.8% | 0.11% | -3.5% |
Q2 2023 | $2,185,393 | +6.8% | 31,774 | +2.6% | 0.11% | -8.1% |
Q1 2023 | $2,045,993 | +37.0% | 30,962 | +34.1% | 0.12% | +37.8% |
Q4 2022 | $1,493,841 | +12.2% | 23,082 | +0.2% | 0.09% | -2.2% |
Q3 2022 | $1,332,000 | -6.1% | 23,041 | -0.6% | 0.09% | +31.4% |
Q2 2022 | $1,419,000 | -13.4% | 23,187 | -0.4% | 0.07% | 0.0% |
Q1 2022 | $1,638,000 | +17.6% | 23,277 | +18.7% | 0.07% | +32.1% |
Q4 2021 | $1,393,000 | +33.9% | 19,604 | +27.4% | 0.05% | +32.5% |
Q3 2021 | $1,040,000 | -0.7% | 15,384 | -0.2% | 0.04% | -2.4% |
Q2 2021 | $1,047,000 | -0.4% | 15,422 | +0.5% | 0.04% | +41.4% |
Q1 2021 | $1,051,000 | +17.2% | 15,346 | -1.0% | 0.03% | -19.4% |
Q4 2020 | $897,000 | +79.8% | 15,496 | +31.4% | 0.04% | +38.5% |
Q3 2020 | $499,000 | +2.9% | 11,794 | -0.7% | 0.03% | -3.7% |
Q2 2020 | $485,000 | +54.5% | 11,876 | +32.2% | 0.03% | +28.6% |
Q1 2020 | $314,000 | -37.3% | 8,985 | -2.0% | 0.02% | -22.2% |
Q4 2019 | $501,000 | +8.0% | 9,166 | +0.5% | 0.03% | -3.6% |
Q3 2019 | $464,000 | +2.2% | 9,121 | +3.1% | 0.03% | 0.0% |
Q2 2019 | $454,000 | +0.2% | 8,847 | -1.8% | 0.03% | -6.7% |
Q1 2019 | $453,000 | +32.5% | 9,007 | +15.8% | 0.03% | +20.0% |
Q4 2018 | $342,000 | -3.1% | 7,780 | +18.4% | 0.02% | +4.2% |
Q3 2018 | $353,000 | +21.7% | 6,572 | +17.9% | 0.02% | +4.3% |
Q2 2018 | $290,000 | +17.9% | 5,574 | +124.7% | 0.02% | +9.5% |
Q1 2018 | $246,000 | +12.3% | 2,481 | +16.4% | 0.02% | +5.0% |
Q4 2017 | $219,000 | +63.4% | 2,132 | +57.1% | 0.02% | +53.8% |
Q3 2017 | $134,000 | +3.1% | 1,357 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $130,000 | +41.3% | 1,357 | +41.1% | 0.01% | +30.0% |
Q1 2017 | $92,000 | – | 962 | – | 0.01% | – |
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% |