SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,498 | -57.8% | 8,765 | -55.3% | 0.43% | -51.4% |
| Q2 2023 | $1,348,432 | -66.3% | 19,605 | -67.6% | 0.88% | -70.2% |
| Q1 2023 | $4,001,495 | +1.6% | 60,555 | -0.5% | 2.94% | +14.5% |
| Q4 2022 | $3,938,180 | +13.9% | 60,850 | +1.8% | 2.57% | -3.8% |
| Q3 2022 | $3,458,000 | -4.8% | 59,800 | -0.4% | 2.67% | +2.8% |
| Q2 2022 | $3,632,000 | -12.4% | 60,027 | +1.9% | 2.60% | -6.9% |
| Q1 2022 | $4,147,000 | +26.7% | 58,930 | +28.0% | 2.79% | +20.0% |
| Q4 2021 | $3,274,000 | -10.1% | 46,050 | -16.3% | 2.33% | -0.7% |
| Q3 2021 | $3,643,000 | +0.4% | 55,004 | +2.4% | 2.34% | +0.7% |
| Q2 2021 | $3,627,000 | +6.2% | 53,713 | +2.9% | 2.32% | +5.3% |
| Q1 2021 | $3,416,000 | +8.7% | 52,202 | -7.8% | 2.21% | +11.8% |
| Q4 2020 | $3,144,000 | +51.4% | 56,643 | +18.4% | 1.98% | -1.2% |
| Q3 2020 | $2,076,000 | +0.2% | 47,842 | -1.5% | 2.00% | -0.7% |
| Q2 2020 | $2,071,000 | +40.6% | 48,571 | +16.2% | 2.01% | +20.2% |
| Q1 2020 | $1,473,000 | – | 41,785 | – | 1.68% | – |
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% |