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 | $1,192,321 | -5.2% | 18,383 | +0.5% | 0.48% | +0.2% |
| Q2 2023 | $1,258,193 | +4.3% | 18,293 | +0.2% | 0.48% | +3.0% |
| Q1 2023 | $1,205,828 | +0.6% | 18,248 | -1.5% | 0.46% | -5.9% |
| Q4 2022 | $1,198,550 | +19.3% | 18,519 | +6.5% | 0.49% | +11.0% |
| Q3 2022 | $1,005,000 | -6.2% | 17,384 | -1.8% | 0.44% | -6.1% |
| Q2 2022 | $1,071,000 | -28.9% | 17,704 | -17.3% | 0.47% | -14.6% |
| Q1 2022 | $1,506,000 | -14.2% | 21,405 | -13.3% | 0.55% | -10.8% |
| Q4 2021 | $1,756,000 | -37.1% | 24,698 | -41.4% | 0.62% | -42.2% |
| Q3 2021 | $2,790,000 | -8.2% | 42,127 | -6.4% | 1.07% | +11.1% |
| Q2 2021 | $3,039,000 | +4.3% | 45,005 | +1.1% | 0.97% | -6.5% |
| Q1 2021 | $2,914,000 | +50.1% | 44,535 | +27.3% | 1.03% | +27.8% |
| Q4 2020 | $1,942,000 | +33.7% | 34,993 | +4.5% | 0.81% | +15.1% |
| Q3 2020 | $1,452,000 | +19.9% | 33,472 | +17.8% | 0.70% | -0.6% |
| Q2 2020 | $1,211,000 | +64.5% | 28,417 | +36.1% | 0.71% | +23.4% |
| Q1 2020 | $736,000 | -8.2% | 20,882 | +42.6% | 0.57% | +7.1% |
| Q4 2019 | $802,000 | – | 14,647 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |