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 | $309,837 | -7.5% | 4,777 | -1.9% | 0.05% | 0.0% |
| Q2 2023 | $335,055 | +4.5% | 4,871 | +0.4% | 0.05% | -4.1% |
| Q1 2023 | $320,773 | +4.3% | 4,854 | +2.2% | 0.05% | +2.1% |
| Q4 2022 | $307,483 | +12.2% | 4,751 | +0.4% | 0.05% | +4.3% |
| Q3 2022 | $274,000 | -3.9% | 4,733 | +0.4% | 0.05% | -2.1% |
| Q2 2022 | $285,000 | -12.8% | 4,715 | +1.5% | 0.05% | +2.2% |
| Q1 2022 | $327,000 | -0.9% | 4,647 | +0.3% | 0.05% | +4.5% |
| Q4 2021 | $330,000 | +7.8% | 4,635 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $306,000 | – | 4,616 | – | 0.05% | – |
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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% |