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 | $2,968,856 | -9.8% | 45,773 | -4.4% | 0.24% | -8.7% |
| Q2 2023 | $3,292,252 | -5.4% | 47,866 | -9.1% | 0.26% | -10.5% |
| Q1 2023 | $3,481,424 | +125311.5% | 52,685 | +22.8% | 0.30% | +15.2% |
| Q4 2022 | $2,776 | -99.5% | 42,888 | +342.0% | 0.26% | +341.4% |
| Q3 2022 | $561,000 | -0.4% | 9,703 | +4.2% | 0.06% | +13.7% |
| Q2 2022 | $563,000 | -61.0% | 9,313 | -54.6% | 0.05% | -56.0% |
| Q1 2022 | $1,444,000 | +36.5% | 20,520 | +37.8% | 0.12% | +33.3% |
| Q4 2021 | $1,058,000 | +67.4% | 14,887 | +56.0% | 0.09% | +33.8% |
| Q3 2021 | $632,000 | +13.5% | 9,541 | +15.7% | 0.06% | +16.1% |
| Q2 2021 | $557,000 | -17.1% | 8,248 | -19.6% | 0.06% | -21.1% |
| Q1 2021 | $672,000 | -26.2% | 10,263 | -37.4% | 0.07% | -30.4% |
| Q4 2020 | $910,000 | -18.8% | 16,394 | -36.5% | 0.10% | -35.4% |
| Q3 2020 | $1,120,000 | -58.2% | 25,811 | -58.9% | 0.16% | -61.3% |
| Q2 2020 | $2,680,000 | -31.7% | 62,862 | -43.5% | 0.41% | -44.8% |
| Q1 2020 | $3,921,000 | – | 111,201 | – | 0.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |