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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,675,926 | +10.8% | 22,839 | -2.1% | 0.76% | +2.8% |
| Q3 2023 | $1,512,795 | -12.2% | 23,324 | -6.9% | 0.74% | -8.3% |
| Q2 2023 | $1,723,008 | +4.0% | 25,051 | -0.1% | 0.81% | -1.1% |
| Q1 2023 | $1,656,295 | -6.9% | 25,065 | -8.8% | 0.82% | -3.7% |
| Q4 2022 | $1,779,088 | +8.9% | 27,489 | -2.7% | 0.85% | +4.1% |
| Q3 2022 | $1,634,000 | -38.7% | 28,253 | -35.9% | 0.81% | -38.1% |
| Q2 2022 | $2,666,000 | -15.1% | 44,066 | -1.2% | 1.31% | -11.9% |
| Q1 2022 | $3,140,000 | +2.0% | 44,614 | +3.1% | 1.49% | +1.8% |
| Q4 2021 | $3,077,000 | +10.2% | 43,276 | +2.6% | 1.46% | -0.6% |
| Q3 2021 | $2,793,000 | +15.1% | 42,172 | +18.7% | 1.47% | +5.7% |
| Q2 2021 | $2,426,000 | +18.7% | 35,538 | +14.3% | 1.39% | +8.4% |
| Q1 2021 | $2,043,000 | +22.4% | 31,085 | +3.4% | 1.29% | +21.8% |
| Q4 2020 | $1,669,000 | +35.6% | 30,075 | +6.0% | 1.06% | +24.1% |
| Q3 2020 | $1,231,000 | +54.5% | 28,376 | +51.9% | 0.85% | +41.6% |
| Q2 2020 | $797,000 | -72.1% | 18,685 | -64.2% | 0.60% | -73.0% |
| Q4 2019 | $2,855,000 | +14.8% | 52,123 | +7.6% | 2.22% | +1.6% |
| Q3 2019 | $2,487,000 | +36.9% | 48,456 | +37.0% | 2.19% | +49.8% |
| Q2 2019 | $1,817,000 | – | 35,370 | – | 1.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |