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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $136,000 | -5.6% | 2,653 | -7.3% | 0.07% | -16.1% |
| Q1 2019 | $144,000 | +12.5% | 2,863 | -0.8% | 0.09% | -23.0% |
| Q4 2018 | $128,000 | -37.6% | 2,887 | -24.6% | 0.11% | -29.8% |
| Q3 2018 | $205,000 | +1.0% | 3,831 | 0.0% | 0.16% | +1.3% |
| Q2 2018 | $203,000 | -1.9% | 3,831 | +90.6% | 0.16% | -10.2% |
| Q1 2018 | $207,000 | -5.0% | 2,010 | -5.4% | 0.18% | +6.6% |
| Q4 2017 | $218,000 | +3.3% | 2,125 | 0.0% | 0.17% | -7.8% |
| Q3 2017 | $211,000 | +5.5% | 2,125 | -0.6% | 0.18% | -4.8% |
| Q2 2017 | $200,000 | -12.7% | 2,137 | -11.6% | 0.19% | -6.0% |
| Q1 2017 | $229,000 | -14.2% | 2,417 | -11.9% | 0.20% | -3.4% |
| Q4 2016 | $267,000 | -1.5% | 2,742 | -14.8% | 0.21% | -10.0% |
| Q3 2016 | $271,000 | -12.3% | 3,218 | -10.8% | 0.23% | -20.9% |
| Q2 2016 | $309,000 | +10.8% | 3,608 | +4.2% | 0.29% | +1.4% |
| Q1 2016 | $279,000 | +18.2% | 3,461 | +1.1% | 0.29% | +11.6% |
| Q4 2015 | $236,000 | – | 3,425 | – | 0.26% | – |
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% |