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 2021 | $91,000 | -5.2% | 1,375 | -3.5% | 0.05% | -7.7% |
Q2 2021 | $96,000 | +3.2% | 1,425 | 0.0% | 0.05% | 0.0% |
Q1 2021 | $93,000 | +17.7% | 1,425 | 0.0% | 0.05% | -1.9% |
Q4 2020 | $79,000 | +27.4% | 1,425 | 0.0% | 0.05% | +1.9% |
Q3 2020 | $62,000 | +1.6% | 1,425 | 0.0% | 0.05% | -3.7% |
Q2 2020 | $61,000 | – | 1,425 | – | 0.05% | – |
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% |