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 | $616,172 | -5.3% | 9,500 | +0.5% | 0.57% | +2.7% |
| Q2 2023 | $650,485 | +5.8% | 9,457 | +1.6% | 0.56% | +3.4% |
| Q1 2023 | $615,065 | +2.4% | 9,308 | +0.3% | 0.54% | -0.6% |
| Q4 2022 | $600,725 | +3.7% | 9,282 | -7.4% | 0.54% | -7.1% |
| Q3 2022 | $579,501 | -0.4% | 10,023 | +4.2% | 0.58% | +7.0% |
| Q2 2022 | $582,000 | -14.7% | 9,618 | -0.7% | 0.54% | +7.5% |
| Q1 2022 | $682,000 | -2.6% | 9,687 | -1.6% | 0.50% | +1.2% |
| Q4 2021 | $700,000 | +6.7% | 9,843 | -0.7% | 0.50% | -1.6% |
| Q3 2021 | $656,000 | -0.5% | 9,908 | +1.5% | 0.51% | +2.2% |
| Q2 2021 | $659,000 | +7.9% | 9,764 | +4.5% | 0.50% | +4.4% |
| Q1 2021 | $611,000 | -8.0% | 9,341 | -22.0% | 0.48% | -6.7% |
| Q4 2020 | $664,000 | +17.3% | 11,972 | -8.3% | 0.51% | +6.7% |
| Q3 2020 | $566,000 | -3.1% | 13,050 | -4.7% | 0.48% | +2.1% |
| Q2 2020 | $584,000 | -34.2% | 13,694 | -45.6% | 0.47% | -41.1% |
| Q1 2020 | $887,000 | -23.2% | 25,158 | +19.3% | 0.79% | -1.4% |
| Q4 2019 | $1,155,000 | +7.4% | 21,086 | +0.7% | 0.80% | +0.8% |
| Q3 2019 | $1,075,000 | +1.9% | 20,941 | +1.9% | 0.80% | +0.5% |
| Q2 2019 | $1,055,000 | +11.4% | 20,546 | +9.3% | 0.79% | +7.6% |
| Q1 2019 | $947,000 | +117.2% | 18,803 | +91.1% | 0.74% | +90.2% |
| Q4 2018 | $436,000 | -14.2% | 9,840 | +4.1% | 0.39% | -14.9% |
| Q3 2018 | $508,000 | -0.4% | 9,452 | -3.6% | 0.46% | -8.4% |
| Q2 2018 | $510,000 | +6.9% | 9,801 | +104.4% | 0.50% | +5.7% |
| Q1 2018 | $477,000 | -3.2% | 4,796 | +0.0% | 0.47% | -1.5% |
| Q4 2017 | $493,000 | – | 4,795 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |