SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,381 | +11.6% | 4,955 | +18.3% | 0.04% | +11.4% |
| Q2 2023 | $288,051 | +2.7% | 4,188 | -1.4% | 0.04% | 0.0% |
| Q1 2023 | $280,576 | -2.4% | 4,246 | -4.5% | 0.04% | -2.8% |
| Q4 2022 | $287,616 | +3.1% | 4,444 | -7.7% | 0.04% | 0.0% |
| Q3 2022 | $279,000 | -5.7% | 4,817 | -1.4% | 0.04% | -5.3% |
| Q2 2022 | $296,000 | -15.4% | 4,885 | -1.9% | 0.04% | -2.6% |
| Q1 2022 | $350,000 | -4.6% | 4,979 | -3.6% | 0.04% | 0.0% |
| Q4 2021 | $367,000 | +7.9% | 5,166 | +0.7% | 0.04% | +8.3% |
| Q3 2021 | $340,000 | -3.4% | 5,131 | -1.5% | 0.04% | -7.7% |
| Q2 2021 | $352,000 | +2.0% | 5,207 | -1.3% | 0.04% | -4.9% |
| Q1 2021 | $345,000 | -39.2% | 5,274 | -48.4% | 0.04% | -43.1% |
| Q4 2020 | $567,000 | -56.0% | 10,215 | -65.6% | 0.07% | -61.7% |
| Q3 2020 | $1,289,000 | -7.3% | 29,709 | -8.9% | 0.19% | -12.6% |
| Q2 2020 | $1,391,000 | +21.7% | 32,621 | +0.6% | 0.22% | +1.9% |
| Q1 2020 | $1,143,000 | -35.5% | 32,417 | +0.2% | 0.21% | -18.5% |
| Q4 2019 | $1,771,000 | +6.8% | 32,338 | +0.1% | 0.26% | +0.4% |
| Q3 2019 | $1,658,000 | +2.5% | 32,309 | +2.7% | 0.26% | +2.8% |
| Q2 2019 | $1,617,000 | +3.3% | 31,474 | +1.3% | 0.25% | -1.6% |
| Q1 2019 | $1,565,000 | +17.2% | 31,061 | +3.2% | 0.26% | +4.5% |
| Q4 2018 | $1,335,000 | -12.7% | 30,101 | +5.8% | 0.24% | -12.5% |
| Q3 2018 | $1,529,000 | +11.8% | 28,453 | +8.2% | 0.28% | +6.1% |
| Q2 2018 | $1,368,000 | +9.8% | 26,288 | +109.9% | 0.26% | -2.6% |
| Q1 2018 | $1,246,000 | +2.8% | 12,525 | +6.2% | 0.27% | +9.8% |
| Q4 2017 | $1,212,000 | +5.2% | 11,789 | +1.4% | 0.25% | +6.0% |
| Q3 2017 | $1,152,000 | +6.9% | 11,630 | +4.0% | 0.23% | +2.2% |
| Q2 2017 | $1,078,000 | +0.4% | 11,188 | +0.4% | 0.23% | -1.7% |
| Q1 2017 | $1,074,000 | +1.7% | 11,144 | -0.8% | 0.23% | -1.7% |
| Q4 2016 | $1,056,000 | +9.3% | 11,236 | +0.4% | 0.24% | +4.4% |
| Q3 2016 | $966,000 | +3.0% | 11,190 | -1.2% | 0.22% | +0.4% |
| Q2 2016 | $938,000 | +5.4% | 11,331 | +2.3% | 0.22% | +4.2% |
| Q1 2016 | $890,000 | +7.1% | 11,078 | +1.3% | 0.22% | +5.9% |
| Q4 2015 | $831,000 | -0.4% | 10,933 | +0.5% | 0.20% | -6.9% |
| Q3 2015 | $834,000 | -10.1% | 10,883 | +0.8% | 0.22% | -2.2% |
| Q2 2015 | $928,000 | +1.2% | 10,794 | +2.5% | 0.22% | +2.3% |
| Q1 2015 | $917,000 | +5.8% | 10,528 | +3.5% | 0.22% | -7.6% |
| Q4 2014 | $867,000 | +7.0% | 10,170 | +3.1% | 0.24% | +4.9% |
| Q3 2014 | $810,000 | -4.7% | 9,861 | +0.1% | 0.22% | -5.9% |
| Q2 2014 | $850,000 | +43.1% | 9,852 | +36.1% | 0.24% | +32.0% |
| Q1 2014 | $594,000 | +5.7% | 7,241 | +1.8% | 0.18% | +1.7% |
| Q4 2013 | $562,000 | +11.1% | 7,114 | +3.4% | 0.18% | +2.3% |
| Q3 2013 | $506,000 | +21.9% | 6,880 | +15.1% | 0.17% | +10.8% |
| Q2 2013 | $415,000 | – | 5,978 | – | 0.16% | – |
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% |