SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,185,451 | -12.7% | 95,366 | -7.5% | 0.76% | -4.8% |
| Q2 2023 | $7,087,456 | -14.2% | 103,045 | -17.5% | 0.80% | -14.8% |
| Q1 2023 | $8,257,015 | -3.1% | 124,955 | -5.1% | 0.93% | -2.7% |
| Q4 2022 | $8,521,875 | -99.9% | 131,673 | -1.6% | 0.96% | +7.5% |
| Q3 2022 | $7,735,019,000 | -8.1% | 133,778 | -3.9% | 0.89% | -0.8% |
| Q2 2022 | $8,418,988,000 | +89961.9% | 139,157 | +4.8% | 0.90% | +7.3% |
| Q1 2022 | $9,348,000 | -56.3% | 132,820 | -55.8% | 0.84% | -46.5% |
| Q4 2021 | $21,369,000 | +3.5% | 300,549 | -3.6% | 1.57% | -0.7% |
| Q3 2021 | $20,648,000 | -3.2% | 311,755 | -1.3% | 1.58% | -0.7% |
| Q2 2021 | $21,329,000 | +4.9% | 315,888 | +1.7% | 1.59% | +0.6% |
| Q1 2021 | $20,326,000 | +49.3% | 310,650 | +26.6% | 1.58% | +5.5% |
| Q4 2020 | $13,614,000 | +442.8% | 245,291 | +324.4% | 1.50% | +448.0% |
| Q3 2020 | $2,508,000 | -0.9% | 57,800 | -2.7% | 0.27% | -1.1% |
| Q2 2020 | $2,532,000 | -29.0% | 59,385 | -10.5% | 0.28% | -12.4% |
| Q1 2020 | $3,565,000 | -3.5% | 66,367 | -1.5% | 0.32% | -3.1% |
| Q4 2019 | $3,693,000 | +1.8% | 67,407 | -4.7% | 0.32% | +3.2% |
| Q3 2019 | $3,628,000 | -3.0% | 70,699 | -2.9% | 0.32% | +0.6% |
| Q2 2019 | $3,740,000 | -0.3% | 72,807 | -2.2% | 0.31% | +4.0% |
| Q1 2019 | $3,750,000 | +12.9% | 74,425 | -0.6% | 0.30% | +16.7% |
| Q4 2018 | $3,322,000 | +10.3% | 74,878 | +35.0% | 0.26% | +36.5% |
| Q3 2018 | $3,011,000 | +0.1% | 55,462 | -4.0% | 0.19% | +4.4% |
| Q2 2018 | $3,007,000 | -7.3% | 57,789 | +77.1% | 0.18% | +9.0% |
| Q1 2018 | $3,245,000 | +551.6% | 32,622 | +573.2% | 0.17% | +564.0% |
| Q4 2017 | $498,000 | -7.1% | 4,846 | -10.5% | 0.02% | -13.8% |
| Q3 2017 | $536,000 | +11.0% | 5,412 | +7.9% | 0.03% | +3.6% |
| Q2 2017 | $483,000 | -5.1% | 5,017 | -5.0% | 0.03% | -6.7% |
| Q1 2017 | $509,000 | +6.0% | 5,280 | +3.2% | 0.03% | 0.0% |
| Q4 2016 | $480,000 | +6.4% | 5,114 | -2.2% | 0.03% | +3.4% |
| Q3 2016 | $451,000 | -6.8% | 5,227 | -10.6% | 0.03% | -12.1% |
| Q2 2016 | $484,000 | +21.3% | 5,845 | +17.8% | 0.03% | +13.8% |
| Q1 2016 | $399,000 | -2.2% | 4,961 | -7.6% | 0.03% | -6.5% |
| Q4 2015 | $408,000 | +10.0% | 5,367 | -40.8% | 0.03% | -18.4% |
| Q3 2015 | $371,000 | -13.1% | 9,070 | +82.5% | 0.04% | -13.6% |
| Q2 2015 | $427,000 | +5.4% | 4,969 | +7.0% | 0.04% | -2.2% |
| Q1 2015 | $405,000 | +3.6% | 4,646 | +1.5% | 0.04% | -11.8% |
| Q4 2014 | $391,000 | -4.4% | 4,579 | -8.1% | 0.05% | -29.2% |
| Q3 2014 | $409,000 | +5.1% | 4,980 | +10.5% | 0.07% | +10.8% |
| Q2 2014 | $389,000 | +12.4% | 4,508 | +6.8% | 0.06% | -12.2% |
| Q1 2014 | $346,000 | 0.0% | 4,221 | -3.6% | 0.07% | -14.0% |
| Q4 2013 | $346,000 | +4.2% | 4,377 | -3.1% | 0.09% | -9.5% |
| Q3 2013 | $332,000 | +6.8% | 4,517 | +0.9% | 0.10% | -10.4% |
| Q2 2013 | $311,000 | +9.1% | 4,475 | +7.9% | 0.11% | +11.6% |
| Q1 2013 | $285,000 | – | 4,148 | – | 0.10% | – |
Download | ||||||
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% |