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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $182,305 | -10.2% | 2,759 | -4.2% | 0.03% | -29.7% |
| Q1 2022 | $203,000 | -1.5% | 2,881 | -0.4% | 0.04% | +2.8% |
| Q4 2021 | $206,000 | -10.4% | 2,892 | -15.0% | 0.04% | -16.3% |
| Q2 2021 | $230,000 | -61.0% | 3,403 | -65.2% | 0.04% | -20.4% |
| Q1 2021 | $590,000 | +111.5% | 9,782 | +94.4% | 0.05% | +5.9% |
| Q4 2020 | $279,000 | +28.6% | 5,031 | +0.4% | 0.05% | -5.6% |
| Q3 2020 | $217,000 | +3.8% | 5,012 | +2.0% | 0.05% | +8.0% |
| Q2 2020 | $209,000 | – | 4,912 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |