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 | $4,677,185 | -7.8% | 72,112 | -2.2% | 0.71% | -3.1% |
| Q2 2023 | $5,072,457 | +2.8% | 73,749 | -1.3% | 0.74% | -3.4% |
| Q1 2023 | $4,936,309 | +1.8% | 74,702 | -0.3% | 0.76% | -3.5% |
| Q4 2022 | $4,849,599 | +11.3% | 74,932 | -0.6% | 0.79% | -1.4% |
| Q3 2022 | $4,358,000 | -9.8% | 75,370 | -5.6% | 0.80% | +8.2% |
| Q2 2022 | $4,829,000 | -10.6% | 79,824 | +4.0% | 0.74% | +1.6% |
| Q1 2022 | $5,404,000 | +2.6% | 76,782 | +3.6% | 0.73% | +5.7% |
| Q4 2021 | $5,268,000 | – | 74,093 | – | 0.69% | – |
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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% |