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 | $16,160,705 | -8.8% | 256,927 | +1.2% | 0.98% | -5.1% |
| Q2 2023 | $17,722,755 | +6.9% | 253,980 | +1.3% | 1.04% | -1.7% |
| Q1 2023 | $16,571,756 | +6.3% | 250,783 | +4.1% | 1.05% | -0.1% |
| Q4 2022 | $15,593,484 | +12.7% | 240,938 | +0.6% | 1.05% | -0.8% |
| Q3 2022 | $13,841,000 | -3.2% | 239,386 | +1.3% | 1.06% | -0.1% |
| Q2 2022 | $14,301,000 | -13.9% | 236,379 | +0.1% | 1.06% | -2.7% |
| Q1 2022 | $16,616,000 | +1.3% | 236,095 | +2.4% | 1.09% | -6.1% |
| Q4 2021 | $16,397,000 | +8.6% | 230,626 | +1.2% | 1.16% | -2.7% |
| Q3 2021 | $15,096,000 | -4.2% | 227,935 | -2.3% | 1.20% | -5.8% |
| Q2 2021 | $15,760,000 | +3.2% | 233,407 | +0.0% | 1.27% | -4.2% |
| Q1 2021 | $15,265,000 | +17.1% | 233,297 | -0.6% | 1.32% | +6.9% |
| Q4 2020 | $13,032,000 | +30.8% | 234,803 | +2.3% | 1.24% | +10.1% |
| Q3 2020 | $9,962,000 | +9.1% | 229,600 | +7.2% | 1.13% | -0.7% |
| Q2 2020 | $9,129,000 | +24.0% | 214,146 | +2.6% | 1.13% | +2.4% |
| Q1 2020 | $7,361,000 | -31.6% | 208,774 | +6.3% | 1.11% | -4.1% |
| Q4 2019 | $10,756,000 | +8.8% | 196,344 | +1.9% | 1.15% | -6.1% |
| Q3 2019 | $9,889,000 | +2.8% | 192,690 | +2.9% | 1.23% | +5.0% |
| Q2 2019 | $9,621,000 | +3.8% | 187,286 | +1.7% | 1.17% | -2.0% |
| Q1 2019 | $9,273,000 | +19.2% | 184,080 | +4.9% | 1.20% | +2.0% |
| Q4 2018 | $7,781,000 | -14.6% | 175,410 | +3.4% | 1.17% | -3.9% |
| Q3 2018 | $9,116,000 | +5.7% | 169,657 | +2.4% | 1.22% | +0.5% |
| Q2 2018 | $8,622,000 | +175.9% | 165,711 | +427.5% | 1.21% | +173.8% |
| Q1 2018 | $3,125,000 | +4.9% | 31,413 | +8.4% | 0.44% | +4.7% |
| Q4 2017 | $2,980,000 | +9.7% | 28,973 | +5.6% | 0.42% | +2.7% |
| Q3 2017 | $2,716,000 | +9.5% | 27,428 | +6.5% | 0.41% | +4.8% |
| Q2 2017 | $2,481,000 | +16.4% | 25,758 | +16.4% | 0.39% | +7.4% |
| Q1 2017 | $2,131,000 | +16.2% | 22,121 | +13.3% | 0.37% | +7.0% |
| Q4 2016 | $1,834,000 | +29.4% | 19,516 | +19.0% | 0.34% | +18.3% |
| Q3 2016 | $1,417,000 | +22.3% | 16,402 | +17.1% | 0.29% | +15.6% |
| Q2 2016 | $1,159,000 | +27.1% | 14,009 | +23.5% | 0.25% | +21.4% |
| Q1 2016 | $912,000 | +99.6% | 11,346 | +88.9% | 0.21% | +87.3% |
| Q4 2015 | $457,000 | – | 6,007 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |