SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,980 | -0.2% | 5,550 | +5.8% | 0.01% | +20.0% |
| Q2 2023 | $360,723 | -4.1% | 5,245 | -7.9% | 0.01% | -16.7% |
| Q1 2023 | $376,159 | +15.2% | 5,692 | +12.8% | 0.01% | 0.0% |
| Q4 2022 | $326,496 | +10783.2% | 5,045 | +7319.1% | 0.01% | – |
| Q3 2020 | $3,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 68 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -77.8% | 68 | -62.2% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -96.3% | 180 | -96.7% | 0.00% | -100.0% |
| Q4 2018 | $242,000 | +1513.3% | 5,472 | +1926.7% | 0.01% | +1100.0% |
| Q3 2018 | $15,000 | +7.1% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 270 | +100.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -43.5% | 135 | -41.8% | 0.00% | -50.0% |
| Q4 2017 | $23,000 | – | 232 | – | 0.00% | – |
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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% |