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 | 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% |