SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244,847 | -36.3% | 3,775 | -35.8% | 0.14% | -39.8% |
Q1 2023 | $384,552 | +102.1% | 5,880 | +100.0% | 0.23% | +79.1% |
Q4 2022 | $190,277 | -7.2% | 2,940 | -16.9% | 0.13% | -9.2% |
Q3 2022 | $205,000 | +2.0% | 3,540 | +11.7% | 0.14% | +18.3% |
Q2 2022 | $201,000 | -9.9% | 3,170 | 0.0% | 0.12% | +16.5% |
Q1 2022 | $223,000 | +431.0% | 3,170 | +399.2% | 0.10% | +586.7% |
Q3 2021 | $42,000 | +16.7% | 635 | +18.7% | 0.02% | +15.4% |
Q2 2021 | $36,000 | +56.5% | 535 | +52.9% | 0.01% | +44.4% |
Q1 2021 | $23,000 | +666.7% | 350 | +600.0% | 0.01% | +800.0% |
Q4 2020 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
Q1 2020 | $2,000 | -99.0% | 50 | -98.6% | 0.00% | -98.0% |
Q4 2019 | $192,000 | +1645.5% | 3,605 | +1616.7% | 0.10% | +1342.9% |
Q3 2019 | $11,000 | +57.1% | 210 | +61.5% | 0.01% | +40.0% |
Q2 2019 | $7,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $7,000 | +16.7% | 130 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $6,000 | +100.0% | 130 | +136.4% | 0.01% | +150.0% |
Q3 2018 | $3,000 | – | 55 | – | 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% |