SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 209 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $220,000 | -12.4% | 3,120 | -11.7% | 0.01% | -12.5% |
| Q4 2021 | $251,000 | +3.3% | 3,532 | -3.7% | 0.02% | -5.9% |
| Q3 2021 | $243,000 | -43.4% | 3,667 | -42.3% | 0.02% | -43.3% |
| Q2 2021 | $429,000 | -11.0% | 6,352 | -13.8% | 0.03% | -14.3% |
| Q1 2021 | $482,000 | +2.3% | 7,370 | -13.1% | 0.04% | -5.4% |
| Q4 2020 | $471,000 | -4.1% | 8,484 | -25.0% | 0.04% | -11.9% |
| Q3 2020 | $491,000 | -11.8% | 11,318 | -13.4% | 0.04% | -16.0% |
| Q2 2020 | $557,000 | – | 13,071 | – | 0.05% | – |
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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% |