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 | $1,210,675 | -4.4% | 18,670 | +1.4% | 0.05% | -5.7% |
| Q2 2023 | $1,265,820 | +6.5% | 18,408 | +2.4% | 0.05% | -3.6% |
| Q1 2023 | $1,188,039 | -0.3% | 17,976 | -2.4% | 0.06% | -9.8% |
| Q4 2022 | $1,191,568 | +169.6% | 18,413 | +141.2% | 0.06% | +144.0% |
| Q3 2022 | $442,000 | -3.9% | 7,633 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $460,000 | -14.2% | 7,599 | +0.6% | 0.02% | -19.4% |
| Q1 2022 | $536,000 | -12.3% | 7,555 | -15.7% | 0.03% | -18.4% |
| Q4 2021 | $611,000 | +25.5% | 8,967 | +21.9% | 0.04% | +11.8% |
| Q3 2021 | $487,000 | +0.2% | 7,355 | -0.0% | 0.03% | -5.6% |
| Q2 2021 | $486,000 | +0.8% | 7,358 | 0.0% | 0.04% | -21.7% |
| Q1 2021 | $482,000 | +18.4% | 7,358 | +0.4% | 0.05% | +9.5% |
| Q4 2020 | $407,000 | +74.7% | 7,332 | +36.8% | 0.04% | +44.8% |
| Q3 2020 | $233,000 | +2.2% | 5,359 | +0.3% | 0.03% | -21.6% |
| Q2 2020 | $228,000 | – | 5,341 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |