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 | $65 | -5.8% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $69 | +4.5% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $66 | +1.5% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $65 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q3 2021 | $0 | – | 3 | -57.1% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 7 | -12.5% | 0.00% | -100.0% |
| Q1 2021 | $1,000 | 0.0% | 8 | -65.2% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 23 | +9.5% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | -66.7% | 21 | -64.4% | 0.00% | -66.7% |
| Q2 2020 | $3,000 | -99.7% | 59 | -99.8% | 0.00% | -99.7% |
| Q1 2020 | $981,000 | -37.0% | 27,831 | -2.1% | 1.20% | -13.7% |
| Q4 2019 | $1,557,000 | – | 28,426 | – | 1.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |