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 | $4,011,044 | -12.2% | 61,842 | -6.9% | 1.12% | -7.4% |
| Q2 2023 | $4,566,539 | +19.1% | 66,393 | +14.5% | 1.21% | +13.4% |
| Q1 2023 | $3,833,314 | +1.3% | 58,010 | -0.8% | 1.06% | -4.6% |
| Q4 2022 | $3,784,778 | +14.7% | 58,479 | +2.5% | 1.12% | +1.7% |
| Q3 2022 | $3,299,000 | +2.8% | 57,062 | +7.5% | 1.10% | +4.4% |
| Q2 2022 | $3,210,000 | -11.9% | 53,064 | +2.5% | 1.05% | -8.4% |
| Q1 2022 | $3,643,000 | -1.4% | 51,765 | -0.4% | 1.15% | -3.3% |
| Q4 2021 | $3,695,000 | +3.3% | 51,971 | -3.7% | 1.18% | -6.8% |
| Q3 2021 | $3,576,000 | -6.3% | 53,982 | -4.5% | 1.27% | -7.2% |
| Q2 2021 | $3,818,000 | -4.3% | 56,539 | -7.2% | 1.37% | -9.9% |
| Q1 2021 | $3,989,000 | +14.0% | 60,957 | -3.3% | 1.52% | +6.4% |
| Q4 2020 | $3,498,000 | +23.0% | 63,027 | -3.9% | 1.43% | +8.8% |
| Q3 2020 | $2,845,000 | +2.3% | 65,552 | +0.5% | 1.31% | -2.5% |
| Q2 2020 | $2,780,000 | +33.1% | 65,207 | +10.1% | 1.35% | -3.4% |
| Q1 2020 | $2,089,000 | – | 59,239 | – | 1.39% | – |
Download | ||||||
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% |