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 | $209,822 | -5.7% | 3,235 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $222,503 | +4.1% | 3,235 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $213,769 | -10.9% | 3,235 | -16.6% | 0.00% | – |
| Q4 2022 | $239,939 | -65.0% | 3,881 | -68.5% | 0.00% | -100.0% |
| Q4 2020 | $685,000 | -21.3% | 12,336 | -38.5% | 0.00% | -25.0% |
| Q3 2020 | $870,000 | +44.8% | 20,059 | +42.2% | 0.00% | +33.3% |
| Q2 2020 | $601,000 | +15.6% | 14,105 | -4.4% | 0.00% | 0.0% |
| Q1 2020 | $520,000 | +1200.0% | 14,757 | +3108.0% | 0.00% | +50.0% |
| Q2 2014 | $40,000 | +5.3% | 460 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $38,000 | +5.6% | 460 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $36,000 | +5.9% | 460 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $34,000 | +6.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $32,000 | – | 460 | – | 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% |