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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,119,973 | -12.0% | 32,685 | -6.7% | 0.26% | -11.6% |
| Q2 2023 | $2,408,580 | -11.3% | 35,019 | -14.8% | 0.29% | -27.9% |
| Q1 2023 | $2,716,456 | -23.1% | 41,109 | -24.7% | 0.40% | -39.3% |
| Q4 2022 | $3,534,577 | +6.8% | 54,613 | -4.6% | 0.67% | -4.3% |
| Q3 2022 | $3,310,000 | -3.7% | 57,250 | +0.8% | 0.70% | -30.6% |
| Q2 2022 | $3,437,000 | -13.9% | 56,805 | +0.1% | 1.00% | +8.6% |
| Q1 2022 | $3,992,000 | -8.1% | 56,722 | -7.2% | 0.92% | +24.7% |
| Q4 2021 | $4,345,000 | +1.2% | 61,115 | -5.7% | 0.74% | -11.4% |
| Q3 2021 | $4,292,000 | -8.0% | 64,805 | -6.2% | 0.84% | -6.8% |
| Q2 2021 | $4,664,000 | +1.9% | 69,079 | -1.2% | 0.90% | -9.2% |
| Q1 2021 | $4,575,000 | -48.8% | 69,922 | -56.5% | 0.99% | -38.2% |
| Q4 2020 | $8,931,000 | – | 160,915 | – | 1.60% | – |
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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% |