SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 170 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,357 | -5.3% | 823 | +0.5% | 0.02% | -5.9% |
| Q2 2023 | $56,335 | +4.6% | 819 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $53,857 | +2.5% | 815 | +0.4% | 0.02% | -15.0% |
| Q4 2022 | $52,552 | +11.8% | 812 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $47,000 | -16.1% | 808 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $56,000 | -1.8% | 799 | +0.4% | 0.02% | -5.0% |
| Q4 2021 | $57,000 | +9.6% | 796 | +0.5% | 0.02% | -4.8% |
| Q3 2021 | $52,000 | +15.6% | 792 | -38.2% | 0.02% | -36.4% |
| Q1 2020 | $45,000 | – | 1,281 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |