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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |