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 | $19,069 | -5.7% | 294 | 0.0% | 0.00% | – |
| Q2 2023 | $20,221 | +4.1% | 294 | 0.0% | 0.00% | – |
| Q1 2023 | $19,428 | -96.9% | 294 | -97.0% | 0.00% | -100.0% |
| Q4 2022 | $625,713 | +8838.8% | 9,668 | +8380.7% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -99.2% | 114 | -99.1% | 0.00% | -100.0% |
| Q1 2022 | $923,000 | +11437.5% | 13,118 | +11407.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -66.7% | 114 | -66.9% | 0.00% | – |
| Q2 2021 | $24,000 | -92.5% | 344 | -94.1% | 0.00% | -100.0% |
| Q4 2020 | $321,000 | +32000.0% | 5,788 | +28840.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 20 | -37.5% | 0.00% | – |
| Q2 2020 | $1,000 | -75.0% | 32 | -73.8% | 0.00% | – |
| Q1 2020 | $4,000 | -63.6% | 122 | -38.4% | 0.00% | – |
| Q4 2019 | $11,000 | +22.2% | 198 | +19.3% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -86.8% | 166 | -87.7% | 0.00% | – |
| Q1 2019 | $68,000 | +871.4% | 1,350 | +713.3% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 166 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | +12.5% | 166 | +100.0% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 83 | 0.0% | 0.00% | – |
| Q4 2017 | $9,000 | – | 83 | – | 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% |