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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,156 | -2.9% | 6,925 | +3.0% | 0.08% | 0.0% |
| Q2 2023 | $462,546 | +4.1% | 6,725 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $444,388 | +2.1% | 6,725 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $435,242 | +11.9% | 6,725 | 0.0% | 0.08% | +3.7% |
| Q3 2022 | $389,000 | +8.7% | 6,725 | +13.5% | 0.08% | +17.1% |
| Q2 2022 | $358,000 | – | 5,925 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |