SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $289,275 | +15.1% | 4,460 | +22.1% | 0.02% | +15.8% |
Q2 2023 | $251,322 | -4.2% | 3,654 | -7.9% | 0.02% | -5.0% |
Q1 2023 | $262,205 | +5.3% | 3,968 | +3.2% | 0.02% | 0.0% |
Q4 2022 | $248,913 | +17.4% | 3,846 | +4.9% | 0.02% | 0.0% |
Q3 2022 | $212,000 | -7.4% | 3,665 | -3.3% | 0.02% | +5.3% |
Q2 2022 | $229,000 | -5.0% | 3,790 | +10.6% | 0.02% | +5.6% |
Q1 2022 | $241,000 | -55.7% | 3,428 | -55.2% | 0.02% | -41.9% |
Q4 2021 | $544,000 | +44.7% | 7,648 | +34.8% | 0.03% | +34.8% |
Q3 2021 | $376,000 | +16.0% | 5,674 | +18.3% | 0.02% | +15.0% |
Q2 2021 | $324,000 | +0.9% | 4,798 | -2.1% | 0.02% | -13.0% |
Q1 2021 | $321,000 | -5.6% | 4,900 | -19.9% | 0.02% | -11.5% |
Q4 2020 | $340,000 | +68.3% | 6,121 | +31.7% | 0.03% | +44.4% |
Q3 2020 | $202,000 | +60.3% | 4,648 | +57.7% | 0.02% | +50.0% |
Q2 2020 | $126,000 | +57.5% | 2,947 | +29.7% | 0.01% | +33.3% |
Q1 2020 | $80,000 | -42.0% | 2,273 | -9.6% | 0.01% | -35.7% |
Q4 2019 | $138,000 | – | 2,513 | – | 0.01% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $23,000 | +4.5% | 452 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $22,000 | +10.0% | 452 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $20,000 | – | 452 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 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% |