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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $36,000 | -14.3% | 600 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $42,000 | -2.3% | 600 | 0.0% | 0.02% | -16.0% |
| Q4 2021 | $43,000 | +7.5% | 600 | 0.0% | 0.02% | +38.9% |
| Q3 2021 | $40,000 | -2.4% | 600 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 600 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $39,000 | +18.2% | 600 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $33,000 | +26.9% | 600 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 600 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $26,000 | -29.7% | 600 | -42.9% | 0.02% | -40.7% |
| Q1 2020 | $37,000 | -56.0% | 1,050 | -31.6% | 0.03% | -32.5% |
| Q4 2019 | $84,000 | – | 1,534 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |