SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,125 | -59.7% | 3,178 | -57.3% | 0.00% | -66.7% |
| Q2 2023 | $511,916 | +3.7% | 7,442 | -0.4% | 0.01% | -7.7% |
| Q1 2023 | $493,669 | -35.8% | 7,470 | -37.2% | 0.01% | -31.6% |
| Q4 2022 | $769,262 | +37.1% | 11,886 | +22.5% | 0.02% | +18.8% |
| Q3 2022 | $561,000 | -9.4% | 9,701 | -5.1% | 0.02% | 0.0% |
| Q2 2022 | $619,000 | -28.4% | 10,226 | -16.7% | 0.02% | -15.8% |
| Q1 2022 | $864,000 | -2.0% | 12,272 | -1.0% | 0.02% | -5.0% |
| Q4 2021 | $882,000 | +106.6% | 12,400 | +92.3% | 0.02% | +81.8% |
| Q3 2021 | $427,000 | +40.0% | 6,449 | +42.6% | 0.01% | +37.5% |
| Q2 2021 | $305,000 | +797.1% | 4,523 | +622.5% | 0.01% | +300.0% |
| Q3 2018 | $34,000 | -86.6% | 626 | -75.5% | 0.00% | -81.8% |
| Q1 2018 | $254,000 | +693.8% | 2,553 | +715.7% | 0.01% | +1000.0% |
| Q4 2017 | $32,000 | -88.2% | 313 | -90.0% | 0.00% | -94.4% |
| Q3 2016 | $271,000 | – | 3,138 | – | 0.02% | – |
Download | ||||||
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% |