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 | $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 | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |