SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |