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 | $280,974 | -16.5% | 4,332 | -11.4% | 0.00% | -100.0% |
| Q2 2023 | $336,334 | +4.1% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $323,131 | +2.1% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $316,481 | +11.8% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $283,000 | -17.7% | 4,890 | -14.0% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | -14.0% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $400,000 | -1.0% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $404,000 | +7.2% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $377,000 | -1.8% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $384,000 | +3.2% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $372,000 | +17.7% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $316,000 | +27.9% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $247,000 | +2.1% | 5,685 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $242,000 | -17.4% | 5,685 | +6.4% | 0.00% | 0.0% |
| Q4 2019 | $293,000 | +6.9% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $274,000 | 0.0% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $274,000 | +1.9% | 5,343 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | – | 5,343 | – | 0.00% | – |
Download | ||||||
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% |