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 | $16,126,436 | -7.1% | 248,635 | -1.5% | 1.32% | -7.7% |
| Q2 2023 | $17,352,836 | +2.4% | 252,295 | -1.6% | 1.43% | -6.1% |
| Q1 2023 | $16,945,993 | +77064.0% | 256,447 | -17.0% | 1.52% | -29.6% |
| Q4 2022 | $21,961 | -99.9% | 308,872 | +10.3% | 2.16% | +23.4% |
| Q3 2022 | $16,185,000 | -7.8% | 279,914 | -3.6% | 1.76% | -5.5% |
| Q2 2022 | $17,559,000 | -17.6% | 290,236 | -4.2% | 1.86% | -7.9% |
| Q1 2022 | $21,319,000 | -2.9% | 302,906 | -1.9% | 2.02% | -6.9% |
| Q4 2021 | $21,961,000 | +4.6% | 308,872 | -2.5% | 2.16% | -7.1% |
| Q3 2021 | $20,987,000 | -7.5% | 316,878 | -5.5% | 2.33% | -9.4% |
| Q2 2021 | $22,683,000 | +0.9% | 335,352 | -2.4% | 2.57% | -18.9% |
| Q1 2021 | $22,491,000 | +6.2% | 343,747 | -6.0% | 3.17% | -2.1% |
| Q4 2020 | $21,169,000 | +23.9% | 365,670 | -7.2% | 3.24% | -0.2% |
| Q3 2020 | $17,091,000 | +8.6% | 393,887 | +6.7% | 3.25% | -2.9% |
| Q2 2020 | $15,740,000 | +29.5% | 369,232 | +7.1% | 3.34% | +2.3% |
| Q1 2020 | $12,159,000 | -21.2% | 344,838 | +22.4% | 3.27% | -12.3% |
| Q4 2019 | $15,429,000 | +15.5% | 281,652 | +8.2% | 3.73% | +2.4% |
| Q3 2019 | $13,364,000 | +14.6% | 260,396 | +14.7% | 3.64% | +4.5% |
| Q2 2019 | $11,659,000 | +11.3% | 226,961 | +9.1% | 3.48% | +0.2% |
| Q1 2019 | $10,479,000 | +23.1% | 208,017 | +8.4% | 3.48% | +3.4% |
| Q4 2018 | $8,516,000 | -4.7% | 191,973 | +14.3% | 3.36% | +2.5% |
| Q3 2018 | $8,940,000 | +10.2% | 168,016 | +7.7% | 3.28% | -0.6% |
| Q2 2018 | $8,115,000 | +19.1% | 155,966 | +127.7% | 3.30% | +5.6% |
| Q1 2018 | $6,812,000 | +46.4% | 68,488 | +45.7% | 3.13% | -4.8% |
| Q4 2017 | $4,653,000 | 0.0% | 46,997 | 0.0% | 3.29% | 0.0% |
| Q3 2017 | $4,653,000 | +19.7% | 46,997 | +16.5% | 3.29% | +4.1% |
| Q2 2017 | $3,886,000 | +21.4% | 40,351 | +21.4% | 3.16% | +5.2% |
| Q1 2017 | $3,202,000 | +10.4% | 33,240 | +7.7% | 3.00% | +4.5% |
| Q4 2016 | $2,900,000 | – | 30,860 | – | 2.87% | – |
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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% |