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 | $871,635 | +109.5% | 13,439 | +122.2% | 0.02% | +114.3% |
| Q2 2023 | $416,057 | +94030.5% | 6,049 | -9.6% | 0.01% | -22.2% |
| Q1 2023 | $442 | -8.7% | 6,694 | -10.6% | 0.01% | -30.8% |
| Q4 2022 | $484 | -99.9% | 7,485 | -21.5% | 0.01% | -38.1% |
| Q1 2022 | $671,000 | +47.5% | 9,529 | +48.8% | 0.02% | +50.0% |
| Q4 2021 | $455,000 | +44.0% | 6,406 | +34.5% | 0.01% | +40.0% |
| Q3 2021 | $316,000 | +18.4% | 4,764 | +20.3% | 0.01% | +11.1% |
| Q2 2021 | $267,000 | – | 3,959 | – | 0.01% | – |
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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% |