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 | $31,141,030 | +25.4% | 480,126 | +32.9% | 0.00% | +50.0% |
| Q2 2023 | $24,841,939 | +7.2% | 361,179 | +3.0% | 0.00% | 0.0% |
| Q1 2023 | $23,173,593 | +2.6% | 350,689 | +0.5% | 0.00% | -33.3% |
| Q4 2022 | $22,584,821 | +34.4% | 348,962 | +20.1% | 0.00% | +50.0% |
| Q3 2022 | $16,803,000 | -19.7% | 290,610 | -15.9% | 0.00% | -33.3% |
| Q2 2022 | $20,913,000 | -3.5% | 345,678 | +12.2% | 0.00% | 0.0% |
| Q1 2022 | $21,675,000 | +5.8% | 307,974 | +6.9% | 0.00% | 0.0% |
| Q4 2021 | $20,491,000 | +29.8% | 288,195 | +20.9% | 0.00% | +50.0% |
| Q3 2021 | $15,784,000 | +14.7% | 238,325 | +16.9% | 0.00% | 0.0% |
| Q2 2021 | $13,764,000 | +8.7% | 203,844 | +5.4% | 0.00% | 0.0% |
| Q1 2021 | $12,658,000 | +79.8% | 193,452 | +52.5% | 0.00% | +100.0% |
| Q4 2020 | $7,042,000 | +56.2% | 126,891 | +22.1% | 0.00% | 0.0% |
| Q3 2020 | $4,509,000 | -0.5% | 103,926 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $4,532,000 | +22.3% | 106,309 | +1.1% | 0.00% | 0.0% |
| Q1 2020 | $3,706,000 | -66.3% | 105,118 | -47.6% | 0.00% | -66.7% |
| Q4 2019 | $10,991,000 | +19.5% | 200,652 | +12.0% | 0.00% | +50.0% |
| Q3 2019 | $9,198,000 | -10.2% | 179,223 | -10.1% | 0.00% | -33.3% |
| Q2 2019 | $10,246,000 | +14.4% | 199,461 | +12.1% | 0.00% | 0.0% |
| Q1 2019 | $8,960,000 | +4.4% | 177,873 | -8.0% | 0.00% | 0.0% |
| Q4 2018 | $8,580,000 | +38.1% | 193,427 | +67.2% | 0.00% | +50.0% |
| Q3 2018 | $6,215,000 | +2.3% | 115,678 | -1.0% | 0.00% | 0.0% |
| Q2 2018 | $6,078,000 | +27.5% | 116,812 | +143.7% | 0.00% | +100.0% |
| Q1 2018 | $4,768,000 | +57.1% | 47,934 | +62.4% | 0.00% | 0.0% |
| Q4 2017 | $3,035,000 | +1.0% | 29,509 | -2.7% | 0.00% | 0.0% |
| Q3 2017 | $3,004,000 | -15.8% | 30,340 | -18.1% | 0.00% | 0.0% |
| Q2 2017 | $3,569,000 | -58.5% | 37,060 | -58.5% | 0.00% | 0.0% |
| Q1 2017 | $8,606,000 | -7.2% | 89,326 | -9.5% | 0.00% | -50.0% |
| Q4 2016 | $9,272,000 | +160.0% | 98,664 | +139.0% | 0.00% | +100.0% |
| Q3 2016 | $3,566,000 | -9.5% | 41,288 | -13.3% | 0.00% | 0.0% |
| Q2 2016 | $3,940,000 | +16.8% | 47,615 | +13.5% | 0.00% | 0.0% |
| Q1 2016 | $3,372,000 | +28.8% | 41,964 | +21.8% | 0.00% | 0.0% |
| Q4 2015 | $2,618,000 | +3.4% | 34,450 | +4.3% | 0.00% | 0.0% |
| Q3 2015 | $2,532,000 | +103.4% | 33,028 | +128.2% | 0.00% | – |
| Q2 2015 | $1,245,000 | +6.8% | 14,474 | +8.2% | 0.00% | – |
| Q1 2015 | $1,166,000 | -8.7% | 13,382 | -10.6% | 0.00% | – |
| Q4 2014 | $1,277,000 | +4.3% | 14,971 | +0.5% | 0.00% | – |
| Q3 2014 | $1,224,000 | -19.4% | 14,901 | -15.3% | 0.00% | -100.0% |
| Q2 2014 | $1,519,000 | +7.9% | 17,597 | +2.4% | 0.00% | 0.0% |
| Q1 2014 | $1,408,000 | +40.5% | 17,181 | +35.5% | 0.00% | – |
| Q4 2013 | $1,002,000 | +13.3% | 12,676 | +5.4% | 0.00% | – |
| Q3 2013 | $884,000 | +5.6% | 12,026 | -0.3% | 0.00% | – |
| Q2 2013 | $837,000 | – | 12,060 | – | 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% |