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 | $22,213,023 | -4.7% | 342,476 | +1.1% | 9.90% | +0.2% |
| Q2 2023 | $23,296,603 | +7.3% | 338,712 | +3.1% | 9.89% | -1.6% |
| Q1 2023 | $21,702,905 | +2.7% | 328,434 | +0.5% | 10.05% | -3.7% |
| Q4 2022 | $21,140,696 | +18.8% | 326,649 | +6.1% | 10.43% | +2.0% |
| Q3 2022 | $17,796,000 | -4.2% | 307,787 | +0.2% | 10.23% | +17.2% |
| Q2 2022 | $18,582,000 | -16.2% | 307,141 | -2.5% | 8.73% | -23.4% |
| Q1 2022 | $22,168,000 | -1.7% | 314,974 | -0.7% | 11.40% | +4.9% |
| Q4 2021 | $22,546,000 | +6.2% | 317,106 | -1.1% | 10.87% | -3.4% |
| Q3 2021 | $21,231,000 | +0.2% | 320,562 | +2.2% | 11.25% | -3.7% |
| Q2 2021 | $21,179,000 | +1.1% | 313,674 | -2.0% | 11.69% | -10.5% |
| Q1 2021 | $20,942,000 | +9.6% | 320,064 | -7.1% | 13.06% | +11.9% |
| Q4 2020 | $19,115,000 | +24.0% | 344,413 | -3.0% | 11.68% | -13.7% |
| Q3 2020 | $15,412,000 | – | 355,206 | – | 13.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |