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 | $10,248 | -69.4% | 158 | -67.6% | 0.00% | – |
| Q2 2023 | $33,496 | +102.8% | 487 | +94.8% | 0.00% | – |
| Q1 2023 | $16,520 | -88.4% | 250 | -88.7% | 0.00% | -100.0% |
| Q4 2022 | $142,902 | +1199.1% | 2,208 | +1087.1% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 186 | +21.6% | 0.00% | – |
| Q1 2022 | $11,000 | – | 153 | +5000.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 3 | -94.4% | 0.00% | – |
| Q3 2021 | $4,000 | – | 54 | +5300.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1 | -88.9% | 0.00% | – |
| Q1 2021 | $1,000 | -91.7% | 9 | -95.9% | 0.00% | – |
| Q4 2020 | $12,000 | -66.7% | 221 | -73.7% | 0.00% | – |
| Q3 2020 | $36,000 | – | 841 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |