SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,430 | -32.2% | 5,002 | -28.1% | 0.05% | +6.0% |
| Q2 2023 | $478,227 | -6.9% | 6,953 | -10.5% | 0.05% | -13.8% |
| Q1 2023 | $513,640 | +27.0% | 7,773 | +24.4% | 0.06% | +16.0% |
| Q4 2022 | $404,500 | +22.2% | 6,250 | +9.3% | 0.05% | +11.1% |
| Q3 2022 | $331,000 | +13.4% | 5,717 | +18.4% | 0.04% | +18.4% |
| Q2 2022 | $292,000 | +4.7% | 4,830 | +21.8% | 0.04% | +22.6% |
| Q1 2022 | $279,000 | +6.5% | 3,967 | +7.6% | 0.03% | +10.7% |
| Q4 2021 | $262,000 | +31.0% | 3,688 | +22.0% | 0.03% | +7.7% |
| Q3 2021 | $200,000 | – | 3,023 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |