SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726 | +100.7% | 26,616 | +112.8% | 0.08% | +118.9% |
| Q2 2023 | $860 | -80.8% | 12,506 | -81.9% | 0.04% | -83.6% |
| Q4 2022 | $4,477 | -99.8% | 69,179 | +81.8% | 0.22% | +122.8% |
| Q3 2021 | $2,520,000 | +920.2% | 38,054 | +938.3% | 0.10% | +741.7% |
| Q2 2021 | $247,000 | -79.0% | 3,665 | -79.6% | 0.01% | -81.2% |
| Q1 2021 | $1,176,000 | -16.1% | 17,967 | -45.3% | 0.06% | -42.3% |
| Q2 2020 | $1,401,000 | – | 32,870 | – | 0.11% | – |
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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% |