SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,372,731 | -1.6% | 67,418 | +4.4% | 2.40% | -0.9% |
| Q2 2023 | $4,442,913 | +11.9% | 64,596 | +7.5% | 2.42% | +6.1% |
| Q1 2023 | $3,969,822 | +109.8% | 60,076 | +105.5% | 2.28% | +78.1% |
| Q4 2022 | $1,891,895 | +4.9% | 29,232 | -6.2% | 1.28% | -8.4% |
| Q3 2022 | $1,803,000 | -8.8% | 31,177 | -4.6% | 1.40% | -4.6% |
| Q2 2022 | $1,977,000 | -24.2% | 32,664 | -11.9% | 1.47% | -16.7% |
| Q1 2022 | $2,609,000 | -7.8% | 37,072 | -6.9% | 1.76% | -11.3% |
| Q4 2021 | $2,831,000 | +11.8% | 39,808 | +4.1% | 1.98% | +1.4% |
| Q3 2021 | $2,533,000 | +40.6% | 38,245 | +43.4% | 1.96% | +48.5% |
| Q2 2021 | $1,801,000 | – | 26,664 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |