SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,986,865 | -6.0% | 30,633 | -0.3% | 0.13% | -12.7% |
| Q2 2023 | $2,113,729 | +3.8% | 30,731 | -0.2% | 0.15% | -4.5% |
| Q1 2023 | $2,035,669 | -2.3% | 30,806 | -4.3% | 0.16% | -9.8% |
| Q4 2022 | $2,083,447 | +10.7% | 32,191 | -1.1% | 0.17% | -12.1% |
| Q3 2022 | $1,882,000 | -4.5% | 32,553 | -0.0% | 0.20% | +10.6% |
| Q2 2022 | $1,970,000 | -14.4% | 32,555 | -0.5% | 0.18% | -4.3% |
| Q1 2022 | $2,302,000 | -31.3% | 32,714 | -30.6% | 0.19% | -22.4% |
| Q4 2021 | $3,350,000 | +16.2% | 47,119 | +8.3% | 0.24% | -2.0% |
| Q3 2021 | $2,882,000 | -1.4% | 43,519 | +0.5% | 0.25% | -5.0% |
| Q2 2021 | $2,923,000 | +6.6% | 43,296 | +3.3% | 0.26% | -11.0% |
| Q1 2021 | $2,741,000 | +5.9% | 41,899 | -10.2% | 0.29% | -18.5% |
| Q4 2020 | $2,589,000 | +41.4% | 46,653 | +10.5% | 0.36% | -20.0% |
| Q3 2020 | $1,831,000 | +24.2% | 42,208 | +22.1% | 0.45% | -1.3% |
| Q2 2020 | $1,474,000 | +41.3% | 34,580 | +16.9% | 0.45% | -38.8% |
| Q1 2020 | $1,043,000 | -77.5% | 29,579 | -65.0% | 0.74% | -71.9% |
| Q4 2019 | $4,630,000 | +11.5% | 84,523 | +4.5% | 2.63% | +65.3% |
| Q3 2019 | $4,152,000 | -17.0% | 80,913 | -16.9% | 1.59% | -20.3% |
| Q2 2019 | $5,000,000 | +210.9% | 97,332 | +204.9% | 1.99% | +129.5% |
| Q1 2019 | $1,608,000 | +76.1% | 31,926 | +55.1% | 0.87% | +42.7% |
| Q4 2018 | $913,000 | – | 20,587 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 162,005 | $11,204,289 | 10.36% |
| First Pacific Financial | 338,712 | $23,296,603 | 9.89% |
| NorthRock Partners, LLC | 621,792 | $42,766,824 | 4.68% |
| Lutz Financial Services LLC | 593,344 | $40,810,228 | 4.39% |
| FAS Wealth Partners, Inc. | 497,940 | $34,248,314 | 4.33% |
| Retirement Group, LLC | 137,725 | $9,472,728 | 3.94% |
| ABLE Financial Group, LLC | 105,198 | $7,235,502 | 3.74% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,275 | $75,539 | 2.87% |
| ERn Financial, LLC | 196,790 | $13,535,200 | 2.83% |
| Financial Guidance Group, Inc. | 48,454 | $3,332,700 | 2.45% |