SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 146 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,046,517 | +30.6% | 185,731 | +38.5% | 0.65% | +9.3% |
| Q2 2023 | $9,222,143 | +291.2% | 134,082 | +275.9% | 0.59% | +250.9% |
| Q1 2023 | $2,357,119 | -5.4% | 35,671 | -7.4% | 0.17% | -7.7% |
| Q4 2022 | $2,492,470 | +11.7% | 38,512 | -0.2% | 0.18% | -0.5% |
| Q3 2022 | $2,232,000 | -3.3% | 38,602 | +1.2% | 0.18% | -6.1% |
| Q2 2022 | $2,308,000 | -4.0% | 38,150 | +11.7% | 0.20% | -70.3% |
| Q1 2022 | $2,404,000 | +12.7% | 34,168 | +13.8% | 0.66% | +11.5% |
| Q4 2021 | $2,134,000 | +6.1% | 30,019 | -1.2% | 0.59% | -10.2% |
| Q3 2021 | $2,012,000 | +3.8% | 30,384 | +5.9% | 0.66% | +5.3% |
| Q2 2021 | $1,938,000 | +2.6% | 28,701 | -0.5% | 0.63% | -19.4% |
| Q1 2021 | $1,888,000 | +25.0% | 28,859 | +6.0% | 0.78% | +167.0% |
| Q4 2020 | $1,511,000 | +14.5% | 27,226 | -10.5% | 0.29% | +4.3% |
| Q3 2020 | $1,320,000 | +11.3% | 30,433 | +9.4% | 0.28% | -83.4% |
| Q2 2020 | $1,186,000 | +9.0% | 27,823 | -9.9% | 1.68% | -33.8% |
| Q1 2020 | $1,088,000 | -34.7% | 30,870 | +1.5% | 2.54% | +39.0% |
| Q4 2019 | $1,666,000 | +97.4% | 30,407 | +64.7% | 1.83% | +122.4% |
| Q4 2018 | $844,000 | – | 18,463 | – | 0.82% | – |
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% |