SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 182 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,259,969 | -22.9% | 65,680 | -18.1% | 0.00% | -50.0% |
| Q2 2023 | $5,528,123 | +66.8% | 80,237 | +59.9% | 0.00% | +100.0% |
| Q1 2023 | $3,315,112 | +8.9% | 50,168 | +6.7% | 0.00% | 0.0% |
| Q4 2022 | $3,043,000 | +41.1% | 47,008 | +26.1% | 0.00% | 0.0% |
| Q3 2022 | $2,156,000 | +20.8% | 37,274 | +26.3% | 0.00% | 0.0% |
| Q2 2022 | $1,785,000 | -45.3% | 29,507 | -36.4% | 0.00% | 0.0% |
| Q1 2022 | $3,266,000 | -0.5% | 46,404 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $3,282,000 | +12.6% | 46,153 | +5.5% | 0.00% | 0.0% |
| Q3 2021 | $2,914,000 | -5.5% | 43,730 | -4.3% | 0.00% | 0.0% |
| Q2 2021 | $3,082,000 | -16.8% | 45,680 | -19.6% | 0.00% | 0.0% |
| Q1 2021 | $3,704,000 | +128.5% | 56,833 | +94.7% | 0.00% | 0.0% |
| Q4 2020 | $1,621,000 | +85.5% | 29,193 | +45.0% | 0.00% | – |
| Q3 2020 | $874,000 | +0.9% | 20,133 | -0.9% | 0.00% | – |
| Q2 2020 | $866,000 | -13.1% | 20,311 | -28.1% | 0.00% | -100.0% |
| Q1 2020 | $996,000 | -49.1% | 28,252 | -20.9% | 0.00% | 0.0% |
| Q4 2019 | $1,957,000 | +6.1% | 35,716 | -0.7% | 0.00% | 0.0% |
| Q3 2019 | $1,845,000 | -9.2% | 35,956 | -9.0% | 0.00% | 0.0% |
| Q2 2019 | $2,031,000 | -53.3% | 39,529 | -54.2% | 0.00% | -50.0% |
| Q1 2019 | $4,352,000 | +37.9% | 86,395 | +21.5% | 0.00% | 0.0% |
| Q4 2018 | $3,156,000 | +132.7% | 71,136 | +181.9% | 0.00% | – |
| Q3 2018 | $1,356,000 | -3.6% | 25,231 | -6.6% | 0.00% | -100.0% |
| Q2 2018 | $1,406,000 | -3.2% | 27,020 | +85.0% | 0.00% | 0.0% |
| Q1 2018 | $1,453,000 | +12.1% | 14,609 | +14.0% | 0.00% | 0.0% |
| Q4 2017 | $1,296,000 | +218.4% | 12,814 | +211.5% | 0.00% | – |
| Q3 2017 | $407,000 | -20.4% | 4,114 | -33.4% | 0.00% | – |
| Q2 2016 | $511,000 | +3.2% | 6,178 | +0.3% | 0.00% | – |
| Q1 2016 | $495,000 | -1.6% | 6,158 | -6.9% | 0.00% | – |
| Q4 2015 | $503,000 | +1.4% | 6,617 | +2.4% | 0.00% | – |
| Q3 2015 | $496,000 | -11.1% | 6,465 | -0.4% | 0.00% | – |
| Q2 2015 | $558,000 | +7.7% | 6,488 | +9.0% | 0.00% | – |
| Q1 2015 | $518,000 | +2.2% | 5,951 | +0.2% | 0.00% | – |
| Q4 2014 | $507,000 | +1136.6% | 5,940 | +1090.4% | 0.00% | – |
| Q3 2014 | $41,000 | -4.7% | 499 | 0.0% | 0.00% | – |
| Q2 2014 | $43,000 | +4.9% | 499 | 0.0% | 0.00% | – |
| Q1 2014 | $41,000 | -16.3% | 499 | -19.1% | 0.00% | – |
| Q4 2013 | $49,000 | +32.4% | 617 | +23.6% | 0.00% | – |
| Q3 2013 | $37,000 | +5.7% | 499 | 0.0% | 0.00% | – |
| Q2 2013 | $35,000 | – | 499 | – | 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% |