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 | $843,481 | -0.3% | 13,005 | +5.7% | 0.06% | -15.6% |
| Q2 2023 | $845,876 | +17.4% | 12,298 | +12.8% | 0.08% | +67.4% |
| Q1 2023 | $720,474 | +4.9% | 10,903 | +2.8% | 0.05% | -33.3% |
| Q4 2022 | $686,572 | +56.4% | 10,608 | +39.7% | 0.07% | +305.9% |
| Q3 2022 | $439,000 | -4.4% | 7,595 | +0.1% | 0.02% | -73.0% |
| Q2 2022 | $459,000 | -16.2% | 7,591 | -2.5% | 0.06% | +6.8% |
| Q1 2022 | $548,000 | -4.7% | 7,787 | -3.7% | 0.06% | -1.7% |
| Q4 2021 | $575,000 | – | 8,084 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |