SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $182,305 | -10.2% | 2,759 | -4.2% | 0.03% | -29.7% |
| Q1 2022 | $203,000 | -1.5% | 2,881 | -0.4% | 0.04% | +2.8% |
| Q4 2021 | $206,000 | -10.4% | 2,892 | -15.0% | 0.04% | -16.3% |
| Q2 2021 | $230,000 | -61.0% | 3,403 | -65.2% | 0.04% | -20.4% |
| Q1 2021 | $590,000 | +111.5% | 9,782 | +94.4% | 0.05% | +5.9% |
| Q4 2020 | $279,000 | +28.6% | 5,031 | +0.4% | 0.05% | -5.6% |
| Q3 2020 | $217,000 | +3.8% | 5,012 | +2.0% | 0.05% | +8.0% |
| Q2 2020 | $209,000 | – | 4,912 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |