SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 292 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,097 | -12.4% | 3,563 | -7.1% | 0.02% | -14.8% |
| Q2 2023 | $263,701 | -15.5% | 3,834 | -20.3% | 0.03% | -20.6% |
| Q1 2023 | $311,918 | +10.7% | 4,810 | +10.5% | 0.03% | +9.7% |
| Q4 2022 | $281,661 | -12.3% | 4,352 | -21.7% | 0.03% | -18.4% |
| Q3 2022 | $321,000 | -42.0% | 5,556 | -39.2% | 0.04% | -36.7% |
| Q2 2022 | $553,000 | -6.3% | 9,133 | +9.1% | 0.06% | +7.1% |
| Q1 2022 | $590,000 | +99.3% | 8,372 | +100.9% | 0.06% | +107.4% |
| Q4 2021 | $296,000 | -52.6% | 4,168 | -55.8% | 0.03% | -55.7% |
| Q3 2021 | $624,000 | -54.9% | 9,421 | -54.0% | 0.06% | -53.8% |
| Q2 2021 | $1,384,000 | – | 20,497 | – | 0.13% | – |
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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% |