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 | $4,932,510 | -0.5% | 76,049 | +5.6% | 0.00% | 0.0% |
| Q2 2023 | $4,955,509 | -34.7% | 72,049 | -37.3% | 0.00% | 0.0% |
| Q1 2023 | $7,590,858 | +10.2% | 114,874 | +8.0% | 0.00% | 0.0% |
| Q4 2022 | $6,886,905 | +89.1% | 106,411 | +69.0% | 0.00% | – |
| Q3 2022 | $3,641,000 | -6.7% | 62,976 | -2.4% | 0.00% | – |
| Q2 2022 | $3,902,000 | -8.8% | 64,504 | +6.1% | 0.00% | – |
| Q1 2022 | $4,279,000 | +9.3% | 60,800 | +10.4% | 0.00% | – |
| Q4 2021 | $3,916,000 | +42.5% | 55,068 | +32.6% | 0.00% | – |
| Q3 2021 | $2,749,000 | +8.6% | 41,517 | +10.8% | 0.00% | – |
| Q2 2021 | $2,531,000 | -5.7% | 37,481 | -8.7% | 0.00% | – |
| Q1 2021 | $2,685,000 | +15.7% | 41,033 | -1.9% | 0.00% | – |
| Q4 2020 | $2,321,000 | +22.7% | 41,811 | -4.1% | 0.00% | – |
| Q3 2020 | $1,891,000 | -9.2% | 43,597 | -10.8% | 0.00% | – |
| Q2 2020 | $2,083,000 | -22.4% | 48,871 | -35.8% | 0.00% | – |
| Q1 2020 | $2,686,000 | -61.2% | 76,163 | -39.7% | 0.00% | -100.0% |
| Q4 2019 | $6,924,000 | +7.4% | 126,406 | +0.6% | 0.00% | 0.0% |
| Q3 2019 | $6,448,000 | -1.0% | 125,657 | -0.9% | 0.00% | 0.0% |
| Q2 2019 | $6,511,000 | +15.8% | 126,741 | +13.5% | 0.00% | 0.0% |
| Q1 2019 | $5,625,000 | +24.0% | 111,673 | +9.2% | 0.00% | 0.0% |
| Q4 2018 | $4,536,000 | +0.3% | 102,223 | +21.4% | 0.00% | 0.0% |
| Q3 2018 | $4,524,000 | +13.5% | 84,201 | +10.0% | 0.00% | 0.0% |
| Q2 2018 | $3,985,000 | +5.5% | 76,580 | +101.7% | 0.00% | 0.0% |
| Q1 2018 | $3,776,000 | -1.9% | 37,960 | +1.4% | 0.00% | 0.0% |
| Q4 2017 | $3,850,000 | +8.0% | 37,438 | +4.0% | 0.00% | 0.0% |
| Q3 2017 | $3,566,000 | +35.7% | 36,013 | +32.0% | 0.00% | 0.0% |
| Q2 2017 | $2,628,000 | -4.6% | 27,289 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $2,754,000 | +263.8% | 28,585 | +254.8% | 0.00% | – |
| Q4 2016 | $757,000 | +607.5% | 8,057 | +554.5% | 0.00% | – |
| Q3 2016 | $107,000 | +11.5% | 1,231 | +6.3% | 0.00% | – |
| Q2 2016 | $96,000 | +3.2% | 1,158 | +0.7% | 0.00% | – |
| Q1 2016 | $93,000 | -54.4% | 1,150 | -57.2% | 0.00% | – |
| Q4 2015 | $204,000 | +124.2% | 2,687 | +124.1% | 0.00% | – |
| Q3 2015 | $91,000 | +2175.0% | 1,199 | +2754.8% | 0.00% | – |
| Q2 2015 | $4,000 | -81.8% | 42 | -83.4% | 0.00% | – |
| Q1 2015 | $22,000 | -80.5% | 253 | -81.0% | 0.00% | – |
| Q4 2014 | $113,000 | -6.6% | 1,329 | -9.5% | 0.00% | – |
| Q3 2014 | $121,000 | -9.0% | 1,468 | -4.8% | 0.00% | – |
| Q2 2014 | $133,000 | +183.0% | 1,542 | +171.0% | 0.00% | – |
| Q1 2014 | $47,000 | -39.0% | 569 | -41.6% | 0.00% | – |
| Q4 2013 | $77,000 | +6.9% | 975 | 0.0% | 0.00% | – |
| Q3 2013 | $72,000 | +5.9% | 975 | -1.0% | 0.00% | – |
| Q2 2013 | $68,000 | – | 985 | – | 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% |