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 | $107,862 | +85.4% | 1,663 | +96.6% | 0.04% | +90.0% |
| Q2 2023 | $58,188 | +194.5% | 846 | +182.9% | 0.02% | +185.7% |
| Q1 2023 | $19,758 | +89709.1% | 299 | -12.8% | 0.01% | -12.5% |
| Q4 2022 | $22 | -99.9% | 343 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $20,000 | -4.8% | 343 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | +31.2% | 343 | +47.2% | 0.01% | +50.0% |
| Q1 2022 | $16,000 | -33.3% | 233 | -59.0% | 0.01% | -66.7% |
| Q2 2020 | $24,000 | +100.0% | 568 | +64.2% | 0.02% | +80.0% |
| Q1 2020 | $12,000 | – | 346 | – | 0.01% | – |
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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% |