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 | $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 ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 162,005 | $11,204,289 | 10.36% |
| First Pacific Financial | 338,712 | $23,296,603 | 9.89% |
| NorthRock Partners, LLC | 621,792 | $42,766,824 | 4.68% |
| Lutz Financial Services LLC | 593,344 | $40,810,228 | 4.39% |
| FAS Wealth Partners, Inc. | 497,940 | $34,248,314 | 4.33% |
| Retirement Group, LLC | 137,725 | $9,472,728 | 3.94% |
| ABLE Financial Group, LLC | 105,198 | $7,235,502 | 3.74% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,275 | $75,539 | 2.87% |
| ERn Financial, LLC | 196,790 | $13,535,200 | 2.83% |
| Financial Guidance Group, Inc. | 48,454 | $3,332,700 | 2.45% |