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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |