SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 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% |