SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |