SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 256 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,205,294 | -36.9% | 18,583 | -33.1% | 1.03% | -28.3% |
| Q2 2023 | $1,909,127 | -23.8% | 27,757 | -26.8% | 1.44% | +2.6% |
| Q1 2023 | $2,504,631 | -14.5% | 37,903 | -16.2% | 1.40% | -1.5% |
| Q4 2022 | $2,928,580 | +12.3% | 45,250 | +0.3% | 1.42% | +29.7% |
| Q3 2022 | $2,608,000 | -7.6% | 45,106 | -3.3% | 1.10% | -6.6% |
| Q2 2022 | $2,822,000 | -28.2% | 46,641 | -16.5% | 1.17% | -24.8% |
| Q1 2022 | $3,930,000 | -0.5% | 55,835 | +0.5% | 1.56% | +4.8% |
| Q4 2021 | $3,950,000 | -72.2% | 55,557 | -74.1% | 1.49% | -75.2% |
| Q3 2021 | $14,199,000 | – | 214,385 | – | 6.00% | – |
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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% |