SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,617 | +88.4% | 950 | +91.9% | 0.00% | – |
| Q1 2023 | $32,710 | +94.4% | 495 | +90.4% | 0.00% | – |
| Q4 2022 | $16,827 | +12.2% | 260 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -6.2% | 260 | 0.0% | 0.00% | – |
| Q2 2022 | $16,000 | -40.7% | 260 | -31.9% | 0.00% | – |
| Q1 2022 | $27,000 | +50.0% | 382 | +46.9% | 0.00% | – |
| Q4 2021 | $18,000 | -35.7% | 260 | -59.4% | 0.00% | – |
| Q3 2020 | $28,000 | +211.1% | 641 | +142.8% | 0.00% | – |
| Q1 2020 | $9,000 | -35.7% | 264 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | 0.0% | 264 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | 0.0% | 264 | 0.0% | 0.00% | – |
| Q2 2019 | $14,000 | +7.7% | 264 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | -50.0% | 264 | -54.6% | 0.00% | – |
| Q4 2018 | $26,000 | +1200.0% | 581 | +3127.8% | 0.00% | – |
| Q4 2017 | $2,000 | – | 18 | – | 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% |