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 | $216,957 | -5.7% | 3,345 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $230,069 | +4.1% | 3,345 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $221,038 | +2.1% | 3,345 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $216,488 | +5.1% | 3,345 | -6.3% | 0.02% | -4.5% |
| Q3 2022 | $206,000 | -4.6% | 3,570 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $216,000 | -13.9% | 3,570 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $251,000 | – | 3,570 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 162,005 | $11,204,289 | 10.36% |
| First Pacific Financial | 338,712 | $23,296,603 | 9.89% |
| NorthRock Partners, LLC | 621,792 | $42,766,824 | 4.68% |
| Lutz Financial Services LLC | 593,344 | $40,810,228 | 4.39% |
| FAS Wealth Partners, Inc. | 497,940 | $34,248,314 | 4.33% |
| Retirement Group, LLC | 137,725 | $9,472,728 | 3.94% |
| ABLE Financial Group, LLC | 105,198 | $7,235,502 | 3.74% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,275 | $75,539 | 2.87% |
| ERn Financial, LLC | 196,790 | $13,535,200 | 2.83% |
| Financial Guidance Group, Inc. | 48,454 | $3,332,700 | 2.45% |