SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,728 | +2.6% | 10,372 | +8.8% | 0.07% | 0.0% |
| Q2 2023 | $655,611 | +4.1% | 9,532 | -0.0% | 0.07% | -6.7% |
| Q1 2023 | $630,073 | +3.7% | 9,535 | +1.6% | 0.08% | -2.6% |
| Q4 2022 | $607,591 | +55.8% | 9,388 | +39.1% | 0.08% | +32.8% |
| Q3 2022 | $390,000 | +2.6% | 6,748 | +7.5% | 0.06% | -1.7% |
| Q2 2022 | $380,000 | -7.1% | 6,280 | +8.0% | 0.06% | 0.0% |
| Q1 2022 | $409,000 | +46.1% | 5,813 | +47.4% | 0.06% | +47.5% |
| Q4 2021 | $280,000 | +18.1% | 3,944 | +10.4% | 0.04% | +8.1% |
| Q3 2021 | $237,000 | +207.8% | 3,573 | +63.9% | 0.04% | +85.0% |
| Q1 2020 | $77,000 | -19.8% | 2,180 | +24.6% | 0.02% | +5.3% |
| Q4 2019 | $96,000 | +88.2% | 1,750 | +76.6% | 0.02% | +90.0% |
| Q3 2019 | $51,000 | – | 991 | – | 0.01% | – |
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% |