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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $279,239 | -32.0% | 4,059 | -34.7% | 0.01% | -28.6% |
| Q1 2023 | $410,679 | -9.7% | 6,214 | -11.6% | 0.01% | -12.5% |
| Q4 2022 | $454,920 | +10.2% | 7,029 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $413,000 | -13.1% | 7,150 | -8.9% | 0.02% | -5.9% |
| Q2 2022 | $475,000 | -16.4% | 7,850 | -2.7% | 0.02% | 0.0% |
| Q1 2022 | $568,000 | +6.6% | 8,065 | +7.6% | 0.02% | +13.3% |
| Q4 2021 | $533,000 | +43.3% | 7,495 | +33.5% | 0.02% | +36.4% |
| Q3 2021 | $372,000 | -15.5% | 5,615 | -13.8% | 0.01% | -15.4% |
| Q2 2021 | $440,000 | +41.9% | 6,514 | +37.3% | 0.01% | +30.0% |
| Q1 2021 | $310,000 | – | 4,743 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |