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 | $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 | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |