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 | $1,686 | -12.5% | 26 | -7.1% | 0.00% | -100.0% |
Q2 2023 | $1,926 | +4.1% | 28 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $1,850 | +2.1% | 28 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,812 | -9.4% | 28 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $2,000 | -60.0% | 28 | -60.0% | 0.00% | -50.0% |
Q2 2021 | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | 0.0% | 70 | -14.6% | 0.00% | 0.0% |
Q4 2020 | $5,000 | +25.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $4,000 | +33.3% | 82 | 0.0% | 0.00% | +100.0% |
Q2 2020 | $3,000 | -25.0% | 82 | -21.2% | 0.00% | -50.0% |
Q1 2020 | $4,000 | -33.3% | 104 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $6,000 | – | 104 | – | 0.00% | – |
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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% |