SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,102 | -19.9% | 2,982 | -24.6% | 0.04% | -27.3% |
| Q4 2022 | $255,968 | -7.3% | 3,955 | -17.2% | 0.06% | -14.1% |
| Q3 2022 | $276,000 | -4.5% | 4,778 | 0.0% | 0.06% | +8.5% |
| Q2 2022 | $289,000 | -20.6% | 4,778 | -7.6% | 0.06% | -3.3% |
| Q1 2022 | $364,000 | -30.8% | 5,173 | -30.0% | 0.06% | -27.4% |
| Q4 2021 | $526,000 | -25.2% | 7,394 | -30.3% | 0.08% | -53.3% |
| Q3 2021 | $703,000 | -20.5% | 10,613 | -18.9% | 0.18% | -21.1% |
| Q2 2021 | $884,000 | -8.8% | 13,092 | -11.6% | 0.23% | -31.1% |
| Q1 2021 | $969,000 | -38.5% | 14,810 | -47.8% | 0.33% | -0.3% |
| Q4 2020 | $1,576,000 | -13.7% | 28,394 | -32.6% | 0.33% | -59.1% |
| Q3 2020 | $1,827,000 | -16.0% | 42,103 | -17.5% | 0.81% | -28.6% |
| Q2 2020 | $2,175,000 | +21.4% | 51,021 | +0.4% | 1.14% | -3.2% |
| Q1 2020 | $1,792,000 | +18.0% | 50,829 | +83.3% | 1.17% | +22.3% |
| Q4 2019 | $1,519,000 | – | 27,730 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |