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 | $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% | – |
Download | ||||||
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% |