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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $6,719 | -36.6% | 97,685 | -39.1% | 0.07% | -34.9% |
| Q1 2023 | $10,593 | -3.0% | 160,315 | -5.0% | 0.11% | -0.9% |
| Q4 2022 | $10,918 | -99.9% | 168,698 | -15.3% | 0.11% | -4.3% |
| Q3 2022 | $11,515,000 | -12.4% | 199,149 | -8.3% | 0.12% | -1.7% |
| Q2 2022 | $13,142,000 | +8.5% | 217,218 | +26.2% | 0.12% | +30.0% |
| Q1 2022 | $12,112,000 | +21.9% | 172,094 | +23.2% | 0.09% | +30.4% |
| Q4 2021 | $9,933,000 | +34.7% | 139,711 | -17.8% | 0.07% | +15.0% |
| Q3 2021 | $7,376,000 | -20.8% | 169,982 | +23.2% | 0.06% | -9.1% |
| Q2 2021 | $9,317,000 | +8.3% | 137,998 | -11.0% | 0.07% | +1.5% |
| Q1 2021 | $8,602,000 | 0.0% | 154,985 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $8,602,000 | +16.6% | 154,985 | -8.8% | 0.06% | +8.3% |
| Q3 2020 | $7,376,000 | -0.5% | 169,982 | -2.3% | 0.06% | -3.2% |
| Q2 2020 | $7,414,000 | +53.0% | 173,904 | +26.5% | 0.06% | +37.8% |
| Q1 2020 | $4,847,000 | -50.0% | 137,454 | -22.4% | 0.04% | -39.2% |
| Q4 2019 | $9,703,000 | +6.1% | 177,132 | -0.6% | 0.07% | +1.4% |
| Q3 2019 | $9,149,000 | +6.0% | 178,273 | +6.1% | 0.07% | +4.3% |
| Q2 2019 | $8,630,000 | -0.0% | 167,995 | -1.9% | 0.07% | -2.8% |
| Q1 2019 | $8,631,000 | +144.5% | 171,329 | +115.3% | 0.07% | +118.2% |
| Q4 2018 | $3,530,000 | +122.2% | 79,579 | +169.1% | 0.03% | +153.8% |
| Q3 2018 | $1,589,000 | -2.9% | 29,570 | -6.0% | 0.01% | -7.1% |
| Q2 2018 | $1,637,000 | -21.3% | 31,460 | +50.6% | 0.01% | -39.1% |
| Q1 2018 | $2,079,000 | +3148.4% | 20,896 | +3281.2% | 0.02% | +2200.0% |
| Q4 2017 | $64,000 | +4.9% | 618 | +0.2% | 0.00% | 0.0% |
| Q3 2017 | $61,000 | +3.4% | 617 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $59,000 | -42.7% | 617 | -42.2% | 0.00% | -50.0% |
| Q1 2017 | $103,000 | +2.0% | 1,067 | -0.8% | 0.00% | 0.0% |
| Q4 2016 | $101,000 | +8.6% | 1,076 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $93,000 | +4.5% | 1,076 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $89,000 | +14.1% | 1,076 | +11.2% | 0.00% | 0.0% |
| Q1 2016 | $78,000 | +5.4% | 968 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $74,000 | 0.0% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $74,000 | -10.8% | 968 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $83,000 | +16.9% | 968 | +18.9% | 0.00% | 0.0% |
| Q1 2015 | $71,000 | 0.0% | 814 | -2.2% | 0.00% | 0.0% |
| Q4 2014 | $71,000 | +4.4% | 832 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $68,000 | -5.6% | 832 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $72,000 | +4.3% | 832 | -0.7% | 0.00% | 0.0% |
| Q1 2014 | $69,000 | -2.8% | 838 | -6.3% | 0.00% | 0.0% |
| Q4 2013 | $71,000 | +61.4% | 894 | +49.0% | 0.00% | +100.0% |
| Q3 2013 | $44,000 | +4.8% | 600 | 0.0% | 0.00% | -50.0% |
| Q2 2013 | $42,000 | – | 600 | – | 0.00% | – |
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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% |