SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 163 filers reported holding SPDR SER TR in Q1 2019. 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 | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |