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 | $419,383 | -19.4% | 6,466 | -14.6% | 0.08% | -17.4% |
| Q2 2023 | $520,449 | -2.6% | 7,567 | -6.4% | 0.09% | -8.0% |
| Q1 2023 | $534,462 | +20.5% | 8,088 | +18.0% | 0.10% | +2.0% |
| Q4 2022 | $443,551 | +42.2% | 6,853 | +27.2% | 0.10% | +28.9% |
| Q3 2022 | $312,000 | -6.6% | 5,389 | -2.5% | 0.08% | -2.6% |
| Q2 2022 | $334,000 | -7.5% | 5,525 | +7.6% | 0.08% | +11.4% |
| Q1 2022 | $361,000 | -3.5% | 5,136 | -2.4% | 0.07% | +9.4% |
| Q4 2021 | $374,000 | +7.5% | 5,261 | +0.2% | 0.06% | +1.6% |
| Q3 2021 | $348,000 | +2.1% | 5,250 | +4.1% | 0.06% | +1.6% |
| Q2 2021 | $341,000 | +5.2% | 5,044 | +2.0% | 0.06% | -3.1% |
| Q1 2021 | $324,000 | +27.1% | 4,947 | +7.6% | 0.06% | +12.3% |
| Q4 2020 | $255,000 | +19.7% | 4,597 | +10.6% | 0.06% | -19.7% |
| Q2 2019 | $213,000 | +1.9% | 4,156 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $209,000 | – | 4,156 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |