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 | $362,437 | -5.4% | 5,588 | +0.3% | 0.08% | -3.5% |
| Q2 2023 | $383,242 | +4.1% | 5,572 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $368,198 | +0.7% | 5,572 | -1.5% | 0.09% | -32.8% |
| Q4 2022 | $365,798 | +21.9% | 5,659 | +8.9% | 0.13% | +8.5% |
| Q3 2022 | $300,000 | -27.5% | 5,196 | -18.0% | 0.12% | -15.7% |
| Q2 2022 | $414,000 | -14.8% | 6,337 | -8.3% | 0.14% | -4.1% |
| Q1 2022 | $486,000 | -9.8% | 6,910 | -8.9% | 0.15% | -8.2% |
| Q4 2021 | $539,000 | -0.9% | 7,586 | -0.3% | 0.16% | -1.9% |
| Q3 2021 | $544,000 | +10.3% | 7,608 | +3.4% | 0.16% | +4.5% |
| Q2 2021 | $493,000 | -17.6% | 7,359 | -15.7% | 0.16% | -18.0% |
| Q1 2021 | $598,000 | +13.5% | 8,729 | -8.1% | 0.19% | -5.0% |
| Q4 2020 | $527,000 | – | 9,498 | – | 0.20% | – |
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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% |