SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,051 | +20.3% | 246 | -28.7% | 0.00% | -50.0% |
| Q3 2020 | $15,000 | -71.7% | 345 | -72.3% | 0.00% | -75.0% |
| Q2 2020 | $53,000 | +20.5% | 1,245 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $44,000 | -35.3% | 1,245 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $68,000 | +126.7% | 1,245 | +112.8% | 0.01% | +100.0% |
| Q3 2019 | $30,000 | – | 585 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |