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 | $1,506,564 | -3.4% | 23,228 | +2.4% | 0.35% | -1.1% |
| Q2 2023 | $1,559,848 | +6.5% | 22,679 | +2.3% | 0.35% | -3.3% |
| Q1 2023 | $1,464,376 | +6.9% | 22,161 | +4.7% | 0.36% | -2.4% |
| Q4 2022 | $1,370,417 | +17.6% | 21,175 | +5.1% | 0.37% | +7.2% |
| Q3 2022 | $1,165,000 | +0.1% | 20,150 | +4.7% | 0.35% | +1.2% |
| Q2 2022 | $1,164,000 | -11.5% | 19,237 | +3.0% | 0.34% | +2.7% |
| Q1 2022 | $1,315,000 | -0.2% | 18,681 | +0.8% | 0.34% | +7.3% |
| Q4 2021 | $1,317,000 | +7.1% | 18,527 | -0.2% | 0.31% | -1.9% |
| Q3 2021 | $1,230,000 | +1.9% | 18,568 | +3.9% | 0.32% | -0.6% |
| Q2 2021 | $1,207,000 | -10.1% | 17,875 | -12.9% | 0.32% | -19.5% |
| Q1 2021 | $1,343,000 | +17.6% | 20,530 | -0.2% | 0.40% | +5.6% |
| Q4 2020 | $1,142,000 | +58.2% | 20,577 | +23.7% | 0.38% | +25.6% |
| Q3 2020 | $722,000 | +4.2% | 16,636 | +2.4% | 0.30% | -1.6% |
| Q2 2020 | $693,000 | +26.9% | 16,250 | +5.0% | 0.31% | +11.3% |
| Q1 2020 | $546,000 | -29.9% | 15,480 | +8.8% | 0.28% | -13.5% |
| Q4 2019 | $779,000 | +8.8% | 14,229 | +2.1% | 0.32% | +6.0% |
| Q3 2019 | $716,000 | +9.1% | 13,943 | +9.1% | 0.30% | +1.7% |
| Q2 2019 | $656,000 | +16.3% | 12,778 | +14.1% | 0.30% | +8.9% |
| Q1 2019 | $564,000 | +13.5% | 11,203 | -0.1% | 0.27% | -3.6% |
| Q4 2018 | $497,000 | -9.0% | 11,210 | +10.2% | 0.28% | +3.3% |
| Q3 2018 | $546,000 | – | 10,170 | – | 0.27% | – |
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% |