SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $240,695 | -11.4% | 3,711 | -6.0% | 0.00% | – |
Q2 2023 | $271,586 | -33.4% | 3,949 | -36.0% | 0.00% | – |
Q1 2023 | $408,001 | +1.5% | 6,174 | -0.6% | 0.00% | – |
Q4 2022 | $401,954 | +12.0% | 6,211 | +0.1% | 0.00% | – |
Q3 2022 | $359,000 | -12.0% | 6,206 | -7.8% | 0.00% | – |
Q2 2022 | $408,000 | -10.7% | 6,730 | +3.7% | 0.00% | – |
Q1 2022 | $457,000 | -2.8% | 6,491 | -1.8% | 0.00% | – |
Q4 2021 | $470,000 | +1.3% | 6,611 | -5.6% | 0.00% | – |
Q3 2021 | $464,000 | -1.3% | 7,006 | +0.7% | 0.00% | – |
Q2 2021 | $470,000 | +1.3% | 6,954 | -2.0% | 0.00% | – |
Q1 2021 | $464,000 | +3.1% | 7,098 | -12.5% | 0.00% | – |
Q4 2020 | $450,000 | +42.4% | 8,111 | +11.3% | 0.00% | – |
Q3 2020 | $316,000 | -3.7% | 7,288 | -5.5% | 0.00% | – |
Q2 2020 | $328,000 | +23.3% | 7,713 | +2.1% | 0.00% | – |
Q1 2020 | $266,000 | -40.1% | 7,551 | -6.8% | 0.00% | – |
Q4 2019 | $444,000 | +7.0% | 8,100 | +0.1% | 0.00% | – |
Q3 2019 | $415,000 | -6.5% | 8,088 | -6.4% | 0.00% | – |
Q2 2019 | $444,000 | +19.7% | 8,641 | +17.5% | 0.00% | – |
Q1 2019 | $371,000 | +10.4% | 7,355 | -2.9% | 0.00% | – |
Q4 2018 | $336,000 | -37.1% | 7,573 | -23.8% | 0.00% | -100.0% |
Q3 2018 | $534,000 | -11.6% | 9,941 | -14.3% | 0.00% | 0.0% |
Q2 2018 | $604,000 | -4.7% | 11,606 | +82.4% | 0.00% | 0.0% |
Q1 2018 | $634,000 | -1.1% | 6,364 | +2.1% | 0.00% | 0.0% |
Q4 2017 | $641,000 | +5.1% | 6,233 | +1.1% | 0.00% | 0.0% |
Q3 2017 | $610,000 | -17.7% | 6,163 | -19.9% | 0.00% | 0.0% |
Q2 2017 | $741,000 | +34.5% | 7,693 | +34.6% | 0.00% | 0.0% |
Q1 2017 | $551,000 | +17.2% | 5,716 | +14.3% | 0.00% | 0.0% |
Q4 2016 | $470,000 | +8.5% | 5,003 | -0.2% | 0.00% | 0.0% |
Q3 2016 | $433,000 | +4.3% | 5,014 | +0.2% | 0.00% | – |
Q2 2016 | $415,000 | -5.7% | 5,006 | -8.6% | 0.00% | -100.0% |
Q1 2016 | $440,000 | +11.4% | 5,478 | +5.3% | 0.00% | – |
Q4 2015 | $395,000 | +3.4% | 5,200 | +4.4% | 0.00% | – |
Q3 2015 | $382,000 | -15.1% | 4,979 | -4.9% | 0.00% | -100.0% |
Q2 2015 | $450,000 | +0.9% | 5,235 | +2.3% | 0.00% | – |
Q1 2015 | $446,000 | – | 5,116 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
KWB Wealth | 302,159 | $19,770,000 | 3.79% |
ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |