SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323,213 | -54.8% | 20,401 | -49.7% | 0.06% | -7.8% |
| Q2 2023 | $2,930,472 | -0.6% | 40,524 | +4.3% | 0.06% | -50.0% |
| Q1 2023 | $2,946,961 | +85269.7% | 38,853 | -14.5% | 0.13% | +39.1% |
| Q4 2022 | $3,452 | -99.9% | 45,458 | +14.3% | 0.09% | +16.5% |
| Q3 2022 | $3,025,000 | -18.3% | 39,758 | -18.4% | 0.08% | -31.9% |
| Q2 2022 | $3,703,000 | -36.5% | 48,697 | -36.5% | 0.12% | +58.9% |
| Q1 2022 | $5,831,000 | +471.7% | 76,704 | +437.0% | 0.07% | +265.0% |
| Q4 2021 | $1,020,000 | +4.4% | 14,285 | -2.7% | 0.02% | 0.0% |
| Q3 2021 | $977,000 | -5.1% | 14,685 | -3.6% | 0.02% | -4.8% |
| Q2 2021 | $1,030,000 | -61.1% | 15,238 | -62.5% | 0.02% | -59.6% |
| Q1 2021 | $2,650,000 | +31.4% | 40,627 | +11.7% | 0.05% | -36.6% |
| Q4 2020 | $2,017,000 | +277.7% | 36,363 | +194.1% | 0.08% | +156.2% |
| Q3 2020 | $534,000 | +25.4% | 12,363 | +21.6% | 0.03% | -5.9% |
| Q2 2020 | $426,000 | +26.8% | 10,165 | +9.0% | 0.03% | 0.0% |
| Q1 2020 | $336,000 | -83.4% | 9,324 | -74.8% | 0.03% | -77.6% |
| Q4 2019 | $2,024,000 | -3.1% | 36,967 | -9.6% | 0.15% | +8.6% |
| Q3 2019 | $2,089,000 | +5545.9% | 40,908 | +5527.0% | 0.14% | +2700.0% |
| Q1 2019 | $37,000 | -96.7% | 727 | -97.2% | 0.01% | -92.8% |
| Q4 2018 | $1,138,000 | -3.8% | 25,881 | +17.5% | 0.07% | +43.8% |
| Q3 2018 | $1,183,000 | +557.2% | 22,020 | +536.0% | 0.05% | +500.0% |
| Q2 2018 | $180,000 | +46.3% | 3,462 | +189.2% | 0.01% | +33.3% |
| Q1 2018 | $123,000 | 0.0% | 1,197 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $123,000 | -5.4% | 1,197 | -9.0% | 0.01% | +20.0% |
| Q3 2017 | $130,000 | -11.6% | 1,315 | -13.8% | 0.01% | -16.7% |
| Q2 2017 | $147,000 | -63.9% | 1,525 | -63.9% | 0.01% | -66.7% |
| Q1 2017 | $407,000 | +54.2% | 4,221 | +50.3% | 0.02% | +38.5% |
| Q4 2016 | $264,000 | -4.7% | 2,808 | -12.5% | 0.01% | -7.1% |
| Q3 2016 | $277,000 | +14.9% | 3,208 | +10.3% | 0.01% | +7.7% |
| Q2 2016 | $241,000 | +551.4% | 2,908 | +300.0% | 0.01% | +160.0% |
| Q1 2016 | $37,000 | -77.7% | 727 | -66.8% | 0.01% | -54.5% |
| Q4 2015 | $166,000 | – | 2,187 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |