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 | $713 | +416.7% | 11 | +450.0% | 0.00% | – |
| Q2 2023 | $138 | -30.3% | 2 | -33.3% | 0.00% | – |
| Q1 2023 | $198 | -66.0% | 3 | -66.7% | 0.00% | – |
| Q4 2022 | $582 | -41.8% | 9 | -10.0% | 0.00% | – |
| Q2 2022 | $1,000 | – | 10 | +900.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 1 | -96.2% | 0.00% | – |
| Q4 2021 | $2,000 | – | 26 | +2500.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q2 2021 | $20,000 | 0.0% | 303 | +1.0% | 0.00% | – |
| Q1 2021 | $20,000 | +17.6% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | +30.8% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 300 | -1.3% | 0.00% | – |
| Q2 2020 | $13,000 | +18.2% | 304 | +1.3% | 0.00% | – |
| Q1 2020 | $11,000 | -31.2% | 300 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 300 | 0.0% | 0.00% | – |
| Q3 2019 | $15,000 | -31.8% | 300 | -29.7% | 0.00% | – |
| Q2 2019 | $22,000 | +46.7% | 427 | +42.3% | 0.00% | – |
| Q1 2019 | $15,000 | +15.4% | 300 | 0.0% | 0.00% | – |
| Q4 2018 | $13,000 | -31.6% | 300 | -16.7% | 0.00% | – |
| Q3 2018 | $19,000 | +18.8% | 360 | +20.0% | 0.00% | – |
| Q2 2018 | $16,000 | +6.7% | 300 | +100.0% | 0.00% | – |
| Q1 2018 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2017 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q3 2017 | $15,000 | +7.1% | 150 | 0.0% | 0.00% | – |
| Q2 2017 | $14,000 | – | 150 | +14900.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q4 2015 | $356,000 | -0.6% | 4,674 | 0.0% | 0.00% | – |
| Q3 2015 | $358,000 | -26.6% | 4,674 | -17.6% | 0.00% | – |
| Q2 2015 | $488,000 | -1.2% | 5,674 | 0.0% | 0.00% | – |
| Q1 2015 | $494,000 | +2.1% | 5,674 | 0.0% | 0.00% | – |
| Q4 2014 | $484,000 | +3.9% | 5,674 | 0.0% | 0.00% | – |
| Q3 2014 | $466,000 | +13.1% | 5,674 | +18.9% | 0.00% | – |
| Q2 2014 | $412,000 | +5.4% | 4,774 | 0.0% | 0.00% | – |
| Q1 2014 | $391,000 | +10.5% | 4,774 | +6.7% | 0.00% | – |
| Q4 2013 | $354,000 | +12.7% | 4,474 | +4.7% | 0.00% | – |
| Q3 2013 | $314,000 | +368.7% | 4,272 | +340.4% | 0.00% | – |
| Q2 2013 | $67,000 | – | 970 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |