SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,186 | -5.7% | 635 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $43,675 | +4.1% | 635 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $41,961 | -24.6% | 635 | -26.2% | 0.01% | -37.5% |
| Q4 2022 | $55,659 | +11.3% | 860 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $50,000 | -3.8% | 860 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $52,000 | -14.8% | 860 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $61,000 | 0.0% | 860 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +7.0% | 860 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $57,000 | -1.7% | 860 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $58,000 | -4.9% | 860 | -7.9% | 0.01% | -16.7% |
| Q1 2021 | $61,000 | -18.7% | 934 | -30.6% | 0.01% | -25.0% |
| Q4 2020 | $75,000 | +29.3% | 1,346 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $58,000 | +1.8% | 1,346 | 0.0% | 0.01% | -17.6% |
| Q2 2020 | $57,000 | +26.7% | 1,346 | +4.3% | 0.02% | -26.1% |
| Q1 2020 | $45,000 | +32.4% | 1,290 | +106.4% | 0.02% | +53.3% |
| Q4 2019 | $34,000 | +21.4% | 625 | +12.2% | 0.02% | 0.0% |
| Q3 2019 | $28,000 | +86.7% | 557 | +88.8% | 0.02% | +87.5% |
| Q2 2019 | $15,000 | 0.0% | 295 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $15,000 | – | 295 | – | 0.01% | – |
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% |