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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,374,017 | -5.6% | 52,020 | +0.1% | 0.97% | -4.3% |
| Q2 2023 | $3,574,029 | +4.2% | 51,963 | +0.1% | 1.02% | -2.2% |
| Q1 2023 | $3,429,541 | +1.1% | 51,900 | -1.0% | 1.04% | -5.4% |
| Q4 2022 | $3,393,721 | +12.1% | 52,437 | +0.1% | 1.10% | -1.1% |
| Q3 2022 | $3,028,000 | -5.0% | 52,373 | -0.7% | 1.11% | -4.0% |
| Q2 2022 | $3,189,000 | -13.0% | 52,717 | +1.2% | 1.16% | -2.9% |
| Q1 2022 | $3,666,000 | -2.2% | 52,083 | -1.2% | 1.19% | +2.3% |
| Q4 2021 | $3,748,000 | +7.5% | 52,709 | +0.1% | 1.16% | +0.7% |
| Q3 2021 | $3,486,000 | -2.6% | 52,641 | -0.7% | 1.16% | -3.6% |
| Q2 2021 | $3,578,000 | +2.3% | 52,997 | -0.8% | 1.20% | -6.2% |
| Q1 2021 | $3,497,000 | +18.0% | 53,441 | +0.1% | 1.28% | +11.1% |
| Q4 2020 | $2,963,000 | – | 53,381 | – | 1.15% | – |
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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% |