SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,857,683 | -50.8% | 44,059 | -47.8% | 0.10% | -54.8% |
| Q2 2023 | $5,808,517 | +2.7% | 84,451 | -1.3% | 0.23% | -3.8% |
| Q1 2023 | $5,653,646 | -4.8% | 85,558 | -6.7% | 0.24% | -8.1% |
| Q4 2022 | $5,936,227 | +12.1% | 91,722 | +0.1% | 0.26% | +2.8% |
| Q3 2022 | $5,297,000 | -22.1% | 91,619 | -18.5% | 0.25% | -22.8% |
| Q2 2022 | $6,801,000 | -18.3% | 112,409 | -4.0% | 0.32% | -6.1% |
| Q4 2021 | $8,325,000 | +12.1% | 117,084 | +4.4% | 0.35% | -1.7% |
| Q3 2021 | $7,429,000 | -1.4% | 112,164 | +1.6% | 0.35% | -5.4% |
| Q2 2021 | $7,531,000 | +4.6% | 110,390 | +1.4% | 0.37% | -9.0% |
| Q1 2021 | $7,202,000 | +15.4% | 108,831 | -3.2% | 0.41% | -9.5% |
| Q4 2020 | $6,240,000 | +24.8% | 112,436 | -2.4% | 0.45% | +0.9% |
| Q3 2020 | $4,999,000 | -4.4% | 115,217 | -6.1% | 0.45% | -14.3% |
| Q2 2020 | $5,231,000 | +37.4% | 122,701 | +13.6% | 0.52% | +1.8% |
| Q1 2020 | $3,807,000 | -21.9% | 107,979 | +21.3% | 0.51% | -15.9% |
| Q4 2019 | $4,875,000 | +62.3% | 88,984 | +52.0% | 0.61% | +29.4% |
| Q3 2019 | $3,004,000 | +180.2% | 58,532 | +180.6% | 0.47% | +162.2% |
| Q2 2019 | $1,072,000 | +6.7% | 20,862 | +4.6% | 0.18% | +17.6% |
| Q1 2019 | $1,005,000 | +71.8% | 19,951 | +51.3% | 0.15% | +19.5% |
| Q4 2018 | $585,000 | -1.5% | 13,184 | +19.3% | 0.13% | +6.7% |
| Q3 2018 | $594,000 | +38.8% | 11,048 | +34.2% | 0.12% | +17.6% |
| Q2 2018 | $428,000 | +66.5% | 8,231 | +218.7% | 0.10% | +59.4% |
| Q1 2018 | $257,000 | – | 2,583 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |