SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $517,972 | -5.7% | 7,986 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $549,277 | +4.1% | 7,986 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $527,715 | +2.1% | 7,986 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $516,854 | +11.9% | 7,986 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $462,000 | -4.3% | 7,986 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $483,000 | -14.1% | 7,986 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $562,000 | -1.6% | 7,986 | -0.6% | 0.01% | 0.0% |
Q4 2021 | $571,000 | +7.9% | 8,033 | +0.6% | 0.01% | 0.0% |
Q3 2021 | $529,000 | -1.9% | 7,986 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $539,000 | +3.1% | 7,986 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $523,000 | +18.1% | 7,986 | 0.0% | 0.01% | +14.3% |
Q4 2020 | $443,000 | +27.7% | 7,986 | 0.0% | 0.01% | +16.7% |
Q3 2020 | $347,000 | +2.1% | 7,986 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $340,000 | +20.6% | 7,986 | 0.0% | 0.01% | +16.7% |
Q1 2020 | $282,000 | -51.9% | 7,986 | -25.3% | 0.01% | -45.5% |
Q4 2019 | $586,000 | +6.7% | 10,696 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $549,000 | 0.0% | 10,696 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $549,000 | +3.2% | 10,696 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $532,000 | +13.4% | 10,696 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $469,000 | -19.0% | 10,696 | -0.9% | 0.01% | -15.4% |
Q3 2018 | $579,000 | +3.2% | 10,790 | 0.0% | 0.01% | -7.1% |
Q2 2018 | $561,000 | +4.7% | 10,790 | +100.0% | 0.01% | 0.0% |
Q1 2018 | $536,000 | -2.4% | 5,395 | +0.9% | 0.01% | 0.0% |
Q4 2017 | $549,000 | +5.8% | 5,348 | +2.0% | 0.01% | 0.0% |
Q3 2017 | $519,000 | -20.3% | 5,242 | -22.5% | 0.01% | -22.2% |
Q2 2017 | $651,000 | +5.2% | 6,762 | +5.1% | 0.02% | 0.0% |
Q1 2017 | $619,000 | – | 6,432 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
KWB Wealth | 303,699 | $19,871,000 | 3.80% |
ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |