SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 328 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $678,123 | -41.3% | 9,297 | -38.9% | 0.30% | -41.9% |
| Q1 2024 | $1,155,732 | +5.2% | 15,207 | +1.6% | 0.52% | -0.8% |
| Q4 2023 | $1,098,645 | -46.7% | 14,972 | -52.9% | 0.52% | -51.6% |
| Q3 2023 | $2,060,408 | -2.5% | 31,767 | +3.4% | 1.08% | -2.1% |
| Q2 2023 | $2,113,266 | +5.2% | 30,725 | +1.1% | 1.10% | -1.3% |
| Q1 2023 | $2,008,369 | +34.2% | 30,393 | +31.4% | 1.12% | +23.6% |
| Q4 2022 | $1,497,103 | – | 23,132 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,787 | $17,796,000 | 10.23% |
| Tradewinds Capital Management, LLC | 245,851 | $14,215,000 | 5.82% |
| NorthRock Partners, LLC | 748,302 | $43,267,000 | 5.03% |
| Retirement Group, LLC | 108,537 | $6,276,000 | 5.03% |
| FAS Wealth Partners, Inc. | 750,323 | $43,384,000 | 4.82% |
| Lutz Financial Services LLC | 524,953 | $30,353,000 | 4.15% |
| LTG Capital LLC | 15,982 | $924,000 | 3.63% |
| Clarus Wealth Advisors | 82,591 | $4,884,000 | 3.49% |
| KWB Wealth | 297,145 | $17,181,000 | 3.43% |
| ERn Financial, LLC | 189,160 | $10,937,000 | 2.80% |