SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,686 | -12.5% | 26 | -7.1% | 0.00% | -100.0% |
| Q2 2023 | $1,926 | +4.1% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,850 | +2.1% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,812 | -9.4% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -60.0% | 28 | -60.0% | 0.00% | -50.0% |
| Q2 2021 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 70 | -14.6% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | +25.0% | 82 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | +33.3% | 82 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $3,000 | -25.0% | 82 | -21.2% | 0.00% | -50.0% |
| Q1 2020 | $4,000 | -33.3% | 104 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | – | 104 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |