SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777 | -23.1% | 11,976 | -18.5% | 0.01% | -25.0% |
| Q2 2023 | $1,010 | +12.2% | 14,690 | +7.9% | 0.02% | +6.7% |
| Q1 2023 | $900 | -99.9% | 13,614 | -38.4% | 0.02% | -40.0% |
| Q4 2022 | $1,430,000 | -99.6% | 22,100 | +253.9% | 0.02% | +257.1% |
| Q3 2022 | $361,000,000 | +122272.9% | 6,245 | +28.2% | 0.01% | +16.7% |
| Q2 2022 | $295,000 | -55.9% | 4,871 | -48.8% | 0.01% | -50.0% |
| Q1 2022 | $669,000 | -99.8% | 9,511 | +121.1% | 0.01% | +140.0% |
| Q4 2021 | $306,000,000 | +136507.1% | 4,301 | +27.1% | 0.01% | +25.0% |
| Q3 2021 | $224,000 | – | 3,383 | – | 0.00% | – |
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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% |