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 | $486,450 | -5.9% | 7,500 | -0.2% | 0.27% | 0.0% |
| Q2 2023 | $517,020 | +1.9% | 7,517 | -2.1% | 0.27% | -1.8% |
| Q1 2023 | $507,626 | +1.5% | 7,682 | -0.6% | 0.28% | -6.5% |
| Q4 2022 | $500,155 | +8.3% | 7,728 | -3.6% | 0.29% | -2.0% |
| Q3 2022 | $462,000 | -4.9% | 8,015 | 0.0% | 0.30% | -1.3% |
| Q2 2022 | $486,000 | -17.5% | 8,015 | -4.2% | 0.30% | -21.0% |
| Q1 2022 | $589,000 | +1.7% | 8,363 | 0.0% | 0.38% | -8.3% |
| Q4 2021 | $579,000 | +7.0% | 8,363 | +2.5% | 0.42% | +11.1% |
| Q3 2021 | $541,000 | -4.8% | 8,161 | -2.9% | 0.38% | -6.0% |
| Q2 2021 | $568,000 | -1.9% | 8,405 | -5.1% | 0.40% | -14.6% |
| Q1 2021 | $579,000 | +7.2% | 8,853 | -9.0% | 0.47% | +9.8% |
| Q4 2020 | $540,000 | – | 9,727 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |