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 | $589,642 | -5.7% | 9,091 | 0.0% | 0.06% | -22.5% |
| Q2 2023 | $625,279 | +2.3% | 9,091 | -1.7% | 0.07% | -34.9% |
| Q1 2023 | $611,306 | +2.1% | 9,251 | 0.0% | 0.11% | +38.0% |
| Q4 2022 | $598,725 | +11.9% | 9,251 | 0.0% | 0.08% | +21.5% |
| Q3 2022 | $535,000 | +4.9% | 9,251 | +9.7% | 0.06% | +6.6% |
| Q2 2022 | $510,000 | -24.1% | 8,434 | -11.6% | 0.06% | -25.6% |
| Q1 2022 | $672,000 | -0.9% | 9,542 | 0.0% | 0.08% | -41.0% |
| Q4 2021 | $678,000 | – | 9,542 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |