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 | $1,854,672 | -58.7% | 28,595 | -56.2% | 0.00% | -100.0% |
| Q2 2023 | $4,493,673 | -3.1% | 65,334 | -6.9% | 0.00% | 0.0% |
| Q1 2023 | $4,638,552 | +50.4% | 70,196 | +47.3% | 0.00% | 0.0% |
| Q4 2022 | $3,084,426 | -5.3% | 47,658 | -15.4% | 0.00% | 0.0% |
| Q3 2022 | $3,256,000 | +22.6% | 56,315 | +28.3% | 0.00% | 0.0% |
| Q2 2022 | $2,655,000 | -12.8% | 43,882 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $3,044,000 | +195.8% | 43,252 | +198.9% | 0.00% | – |
| Q4 2021 | $1,029,000 | +7.4% | 14,470 | 0.0% | 0.00% | – |
| Q3 2021 | $958,000 | -51.3% | 14,470 | -50.3% | 0.00% | – |
| Q2 2021 | $1,967,000 | +17.5% | 29,131 | +13.9% | 0.00% | – |
| Q1 2021 | $1,674,000 | +17.9% | 25,583 | 0.0% | 0.00% | – |
| Q4 2020 | $1,420,000 | -56.6% | 25,583 | -66.0% | 0.00% | -100.0% |
| Q3 2020 | $3,269,000 | +85.6% | 75,349 | +82.4% | 0.00% | 0.0% |
| Q2 2020 | $1,761,000 | +182.7% | 41,304 | +263.5% | 0.00% | – |
| Q4 2019 | $623,000 | +15.4% | 11,364 | +8.1% | 0.00% | – |
| Q2 2019 | $540,000 | -95.6% | 10,514 | -95.7% | 0.00% | -100.0% |
| Q1 2019 | $12,259,000 | +4726.4% | 243,345 | +5041.5% | 0.00% | – |
| Q3 2018 | $254,000 | -13.6% | 4,733 | +59.4% | 0.00% | – |
| Q3 2017 | $294,000 | +42.0% | 2,970 | +37.9% | 0.00% | – |
| Q2 2017 | $207,000 | – | 2,154 | – | 0.00% | – |
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% |