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 2023 | $230,894 | -10.0% | 3,357 | -13.6% | 0.12% | -19.9% |
| Q1 2023 | $256,655 | -88.0% | 3,884 | -88.2% | 0.16% | -89.8% |
| Q4 2022 | $2,131,641 | -7.8% | 32,936 | -17.6% | 1.52% | -24.0% |
| Q3 2022 | $2,312,000 | +0.2% | 39,982 | +4.8% | 2.00% | +6.3% |
| Q2 2022 | $2,308,000 | +380.8% | 38,154 | +459.1% | 1.88% | +636.3% |
| Q1 2022 | $480,000 | -68.9% | 6,824 | -57.4% | 0.26% | -73.2% |
| Q1 2017 | $1,544,000 | +81.2% | 16,031 | +76.6% | 0.96% | +83.3% |
| Q4 2016 | $852,000 | – | 9,078 | – | 0.52% | – |
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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% |