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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,398 | -5.3% | 607 | +0.3% | 0.02% | 0.0% |
| Q2 2023 | $41,596 | +4.6% | 605 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $39,767 | +2.5% | 602 | +0.3% | 0.02% | 0.0% |
| Q4 2022 | $38,804 | +14.1% | 600 | +0.5% | 0.02% | +5.6% |
| Q3 2022 | $34,000 | -5.6% | 597 | +0.7% | 0.02% | 0.0% |
| Q2 2022 | $36,000 | -14.3% | 593 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $42,000 | 0.0% | 590 | +0.3% | 0.02% | -14.3% |
| Q4 2021 | $42,000 | +7.7% | 588 | +0.5% | 0.02% | +23.5% |
| Q3 2021 | $39,000 | 0.0% | 585 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $39,000 | +2.6% | 583 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $38,000 | +18.8% | 580 | +0.5% | 0.02% | +6.2% |
| Q4 2020 | $32,000 | +28.0% | 577 | +0.3% | 0.02% | +6.7% |
| Q3 2020 | $25,000 | +4.2% | 575 | +0.3% | 0.02% | 0.0% |
| Q2 2020 | $24,000 | +20.0% | 573 | +0.7% | 0.02% | 0.0% |
| Q1 2020 | $20,000 | -35.5% | 569 | +0.9% | 0.02% | -11.8% |
| Q4 2019 | $31,000 | +6.9% | 564 | +0.5% | 0.02% | +6.2% |
| Q3 2019 | $29,000 | 0.0% | 561 | +0.9% | 0.02% | -5.9% |
| Q2 2019 | $29,000 | +3.6% | 556 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $28,000 | +16.7% | 556 | +1.1% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -17.2% | 550 | +0.4% | 0.02% | -5.6% |
| Q3 2018 | $29,000 | +7.4% | 548 | 0.0% | 0.02% | -5.3% |
| Q2 2018 | $27,000 | 0.0% | 548 | +100.7% | 0.02% | 0.0% |
| Q1 2018 | $27,000 | -3.6% | 273 | +0.7% | 0.02% | 0.0% |
| Q4 2017 | $28,000 | +3.7% | 271 | +1.1% | 0.02% | -5.0% |
| Q3 2017 | $27,000 | +3.8% | 268 | +0.4% | 0.02% | 0.0% |
| Q2 2017 | $26,000 | 0.0% | 267 | +0.8% | 0.02% | -4.8% |
| Q1 2017 | $26,000 | +4.0% | 265 | +0.4% | 0.02% | 0.0% |
| Q4 2016 | $25,000 | +8.7% | 264 | +0.4% | 0.02% | +10.5% |
| Q3 2016 | $23,000 | +4.5% | 263 | +0.4% | 0.02% | 0.0% |
| Q2 2016 | $22,000 | +4.8% | 262 | +0.8% | 0.02% | 0.0% |
| Q1 2016 | $21,000 | +10.5% | 260 | +2.8% | 0.02% | +5.6% |
| Q4 2015 | $19,000 | – | 253 | – | 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% |