SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,650,924 | -9.9% | 25,454 | -4.5% | 0.81% | -3.8% |
| Q2 2023 | $1,832,275 | +2.6% | 26,640 | -1.4% | 0.84% | +1.8% |
| Q1 2023 | $1,785,389 | -1.7% | 27,019 | -3.7% | 0.82% | -12.1% |
| Q4 2022 | $1,815,489 | +70.6% | 28,052 | +52.4% | 0.94% | +70.4% |
| Q3 2022 | $1,064,000 | -10.8% | 18,407 | -6.6% | 0.55% | -4.3% |
| Q2 2022 | $1,193,000 | -8.7% | 19,713 | +6.2% | 0.58% | +1.6% |
| Q1 2022 | $1,307,000 | -14.4% | 18,568 | -13.5% | 0.57% | -16.3% |
| Q4 2021 | $1,526,000 | -15.7% | 21,466 | -21.5% | 0.68% | -21.7% |
| Q3 2021 | $1,811,000 | -31.6% | 27,348 | -30.3% | 0.86% | -32.5% |
| Q2 2021 | $2,648,000 | -16.7% | 39,222 | -19.3% | 1.28% | -20.9% |
| Q1 2021 | $3,179,000 | +16.9% | 48,586 | -0.8% | 1.62% | +10.1% |
| Q4 2020 | $2,719,000 | +23.1% | 48,991 | -3.7% | 1.47% | +9.3% |
| Q3 2020 | $2,208,000 | -8.0% | 50,882 | -9.6% | 1.34% | -13.0% |
| Q2 2020 | $2,400,000 | +14.8% | 56,308 | -5.0% | 1.54% | -2.5% |
| Q1 2020 | $2,091,000 | -32.5% | 59,300 | +4.8% | 1.58% | -22.2% |
| Q4 2019 | $3,098,000 | +8.2% | 56,560 | +1.3% | 2.04% | +1.3% |
| Q3 2019 | $2,864,000 | +4.1% | 55,809 | +4.2% | 2.01% | -1.2% |
| Q2 2019 | $2,751,000 | +10.7% | 53,551 | +8.5% | 2.03% | +10.9% |
| Q1 2019 | $2,486,000 | +9.1% | 49,343 | -3.9% | 1.83% | -8.9% |
| Q4 2018 | $2,278,000 | – | 51,364 | – | 2.01% | – |
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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% |