SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 256 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |