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 | $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 | 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% |