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 | $486,450 | -5.9% | 7,500 | -0.2% | 0.27% | 0.0% |
Q2 2023 | $517,020 | +1.9% | 7,517 | -2.1% | 0.27% | -1.8% |
Q1 2023 | $507,626 | +1.5% | 7,682 | -0.6% | 0.28% | -6.5% |
Q4 2022 | $500,155 | +8.3% | 7,728 | -3.6% | 0.29% | -2.0% |
Q3 2022 | $462,000 | -4.9% | 8,015 | 0.0% | 0.30% | -1.3% |
Q2 2022 | $486,000 | -17.5% | 8,015 | -4.2% | 0.30% | -21.0% |
Q1 2022 | $589,000 | +1.7% | 8,363 | 0.0% | 0.38% | -8.3% |
Q4 2021 | $579,000 | +7.0% | 8,363 | +2.5% | 0.42% | +11.1% |
Q3 2021 | $541,000 | -4.8% | 8,161 | -2.9% | 0.38% | -6.0% |
Q2 2021 | $568,000 | -1.9% | 8,405 | -5.1% | 0.40% | -14.6% |
Q1 2021 | $579,000 | +7.2% | 8,853 | -9.0% | 0.47% | +9.8% |
Q4 2020 | $540,000 | – | 9,727 | – | 0.43% | – |
Download |
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% |