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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,571,000 | +11.1% | 176,814 | +3.5% | 1.85% | -1.1% |
| Q3 2021 | $11,319,000 | +2.6% | 170,899 | +4.6% | 1.87% | +0.1% |
| Q2 2021 | $11,030,000 | +7.7% | 163,353 | +4.4% | 1.87% | -3.5% |
| Q1 2021 | $10,238,000 | +18.2% | 156,475 | +0.3% | 1.94% | +9.3% |
| Q4 2020 | $8,659,000 | +33.1% | 156,025 | +4.1% | 1.77% | +14.9% |
| Q3 2020 | $6,505,000 | +7.0% | 149,928 | +5.1% | 1.54% | -2.3% |
| Q2 2020 | $6,081,000 | – | 142,646 | – | 1.58% | – |
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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% |