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 | $3,988,388 | -8.3% | 61,492 | -2.7% | 0.26% | -2.6% |
| Q2 2023 | $4,348,182 | +2.7% | 63,219 | -1.3% | 0.26% | -3.3% |
| Q1 2023 | $4,233,761 | -25.6% | 64,070 | -27.1% | 0.27% | -31.7% |
| Q4 2022 | $5,688,032 | +149467.0% | 87,887 | +33.6% | 0.40% | +35.0% |
| Q3 2022 | $3,803 | -17.0% | 65,774 | -13.1% | 0.30% | -18.0% |
| Q2 2022 | $4,580 | -14.7% | 75,703 | -0.8% | 0.36% | -0.3% |
| Q1 2022 | $5,369 | -0.8% | 76,284 | +0.2% | 0.36% | -13.4% |
| Q4 2021 | $5,412 | +13.8% | 76,117 | +6.0% | 0.42% | -9.7% |
| Q3 2021 | $4,754 | +0.1% | 71,776 | +2.0% | 0.46% | -17.7% |
| Q2 2021 | $4,749 | -16.1% | 70,340 | -18.7% | 0.56% | -35.9% |
| Q1 2021 | $5,661 | +15.1% | 86,518 | -2.4% | 0.88% | -10.2% |
| Q4 2020 | $4,919 | +31.7% | 88,631 | +2.9% | 0.98% | +9.9% |
| Q3 2020 | $3,736 | -99.9% | 86,093 | -3.2% | 0.89% | -7.6% |
| Q2 2020 | $3,792,000 | -14.8% | 88,961 | -29.5% | 0.96% | -15.9% |
| Q1 2020 | $4,450,000 | -12.9% | 126,218 | +35.2% | 1.15% | -8.4% |
| Q4 2019 | $5,112,000 | +7.8% | 93,325 | +1.0% | 1.25% | +3.9% |
| Q3 2019 | $4,742,000 | +1.6% | 92,401 | +1.7% | 1.21% | -15.2% |
| Q2 2019 | $4,668,000 | +15.1% | 90,862 | +12.9% | 1.42% | -4.4% |
| Q1 2019 | $4,054,000 | – | 80,483 | – | 1.49% | – |
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% |