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 | $1,062,829 | -7.7% | 16,387 | -2.1% | 0.01% | -10.0% |
| Q2 2023 | $1,151,344 | -3.4% | 16,740 | -7.1% | 0.01% | -16.7% |
| Q1 2023 | $1,191,292 | +2.2% | 18,028 | +0.1% | 0.01% | -7.7% |
| Q4 2022 | $1,165,737 | +8.2% | 18,012 | -3.3% | 0.01% | -7.1% |
| Q3 2022 | $1,077,000 | +9.6% | 18,624 | +14.6% | 0.01% | +7.7% |
| Q2 2022 | $983,000 | -13.8% | 16,249 | +0.3% | 0.01% | -13.3% |
| Q1 2022 | $1,140,000 | -7.8% | 16,197 | -6.9% | 0.02% | -16.7% |
| Q4 2021 | $1,236,000 | +6.6% | 17,391 | -0.7% | 0.02% | -5.3% |
| Q3 2021 | $1,160,000 | +3.8% | 17,507 | +5.8% | 0.02% | -9.5% |
| Q2 2021 | $1,118,000 | +2.9% | 16,552 | -0.4% | 0.02% | -4.5% |
| Q1 2021 | $1,087,000 | +108600.0% | 16,615 | +87347.4% | 0.02% | – |
| Q4 2020 | $1,000 | -99.9% | 19 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $671,000 | – | 19,032 | +1903100.0% | 0.02% | – |
| Q3 2018 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2018 | $8,000 | – | 157 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |