SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,527,913 | -7.4% | 193,153 | -1.8% | 2.72% | -4.1% |
| Q2 2023 | $13,535,200 | +7.8% | 196,790 | +3.5% | 2.83% | +2.6% |
| Q1 2023 | $12,559,115 | +1.6% | 190,059 | -0.5% | 2.76% | -2.0% |
| Q4 2022 | $12,359,263 | +13.0% | 190,965 | +1.0% | 2.82% | +0.7% |
| Q3 2022 | $10,937,000 | +5.0% | 189,160 | +9.9% | 2.80% | +10.2% |
| Q2 2022 | $10,413,000 | -7.0% | 172,108 | +8.2% | 2.54% | +2.5% |
| Q1 2022 | $11,197,000 | +11.1% | 159,099 | +12.2% | 2.48% | +10.2% |
| Q4 2021 | $10,078,000 | +5.1% | 141,746 | -2.1% | 2.25% | -8.5% |
| Q3 2021 | $9,585,000 | +1.0% | 144,717 | +2.9% | 2.46% | -27.0% |
| Q2 2021 | $9,494,000 | +5.0% | 140,615 | +1.7% | 3.36% | -3.8% |
| Q1 2021 | $9,046,000 | +18.4% | 138,258 | +0.4% | 3.50% | +11.3% |
| Q4 2020 | $7,641,000 | +37.4% | 137,676 | +7.4% | 3.14% | +20.8% |
| Q3 2020 | $5,563,000 | +6.9% | 128,200 | +5.0% | 2.60% | -1.3% |
| Q2 2020 | $5,205,000 | +15.7% | 122,090 | -4.3% | 2.64% | -10.9% |
| Q1 2020 | $4,499,000 | +30.0% | 127,597 | +102.0% | 2.96% | +47.1% |
| Q4 2019 | $3,461,000 | +11.2% | 63,173 | +4.2% | 2.01% | -9.5% |
| Q3 2019 | $3,113,000 | +1.5% | 60,649 | +1.6% | 2.22% | -3.8% |
| Q2 2019 | $3,066,000 | -2.1% | 59,686 | +0.1% | 2.31% | +22.4% |
| Q1 2019 | $3,131,000 | +33.0% | 59,646 | +12.3% | 1.89% | -10.7% |
| Q4 2018 | $2,355,000 | – | 53,092 | – | 2.11% | – |
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% |