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 | 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% |