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 | $7,884 | -1.3% | 121,537 | +4.6% | 0.02% | +5.6% |
| Q2 2023 | $7,987 | +10.1% | 116,150 | +5.7% | 0.02% | 0.0% |
| Q1 2023 | $7,254 | +48.7% | 109,876 | +45.8% | 0.02% | +38.5% |
| Q4 2022 | $4,877 | -99.6% | 75,346 | +257.0% | 0.01% | +333.3% |
| Q3 2022 | $1,220,000 | -1.3% | 21,105 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $1,236,000 | -14.2% | 20,431 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $1,440,000 | +29.5% | 20,460 | +24.2% | 0.00% | +50.0% |
| Q4 2021 | $1,112,000 | -1.2% | 16,476 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $1,125,000 | +1.2% | 16,990 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $1,112,000 | +4.5% | 16,476 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $1,064,000 | +23.0% | 16,257 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $865,000 | +28.7% | 15,582 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $672,000 | +41.8% | 15,496 | +15.4% | 0.00% | +100.0% |
| Q2 2020 | $474,000 | 0.0% | 13,430 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $474,000 | +57.0% | 13,430 | +143.4% | 0.00% | +100.0% |
| Q4 2019 | $302,000 | +13.1% | 5,518 | +6.0% | 0.00% | 0.0% |
| Q3 2019 | $267,000 | +6.0% | 5,204 | +5.9% | 0.00% | 0.0% |
| Q2 2019 | $252,000 | +4.1% | 4,912 | +2.1% | 0.00% | 0.0% |
| Q1 2019 | $242,000 | – | 4,810 | – | 0.00% | – |
Download | ||||||
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% |