SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,016 | -8.2% | 7,570 | -2.7% | 0.21% | -5.9% |
| Q2 2023 | $535,016 | +4.1% | 7,779 | +0.1% | 0.22% | -4.3% |
| Q1 2023 | $513,737 | +1.8% | 7,774 | -0.3% | 0.23% | -8.7% |
| Q4 2022 | $504,520 | +31.4% | 7,795 | +17.5% | 0.25% | +18.8% |
| Q3 2022 | $384,000 | +0.5% | 6,633 | +4.9% | 0.21% | -8.2% |
| Q2 2022 | $382,000 | -14.3% | 6,323 | -0.3% | 0.23% | -10.1% |
| Q1 2022 | $446,000 | -0.9% | 6,341 | +0.2% | 0.26% | -5.1% |
| Q4 2021 | $450,000 | +7.9% | 6,331 | +0.6% | 0.27% | -4.9% |
| Q3 2021 | $417,000 | -1.7% | 6,292 | +0.0% | 0.29% | -2.1% |
| Q2 2021 | $424,000 | +2.9% | 6,289 | +0.1% | 0.29% | -19.3% |
| Q1 2021 | $412,000 | +18.4% | 6,285 | +0.1% | 0.36% | +12.8% |
| Q4 2020 | $348,000 | – | 6,281 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |