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 | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |