SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,217 | -5.6% | 4,582 | +0.1% | 0.15% | -2.6% |
| Q2 2023 | $314,953 | -4.0% | 4,579 | -7.8% | 0.16% | -12.4% |
| Q1 2023 | $328,067 | -6.9% | 4,965 | -8.8% | 0.18% | -15.2% |
| Q4 2022 | $352,343 | +19.8% | 5,444 | +7.1% | 0.21% | +1.9% |
| Q3 2022 | $294,000 | -4.9% | 5,082 | -0.6% | 0.21% | -5.1% |
| Q2 2022 | $309,000 | -13.7% | 5,115 | +0.7% | 0.22% | -3.6% |
| Q1 2022 | $358,000 | +1.1% | 5,080 | +1.9% | 0.22% | +1.8% |
| Q4 2021 | $354,000 | +4.7% | 4,985 | -2.4% | 0.22% | +2.8% |
| Q3 2021 | $338,000 | +1.2% | 5,108 | +3.3% | 0.22% | -0.9% |
| Q2 2021 | $334,000 | +2.8% | 4,946 | -0.3% | 0.22% | -6.5% |
| Q1 2021 | $325,000 | +17.3% | 4,960 | -0.8% | 0.23% | +4.0% |
| Q4 2020 | $277,000 | – | 5,000 | – | 0.22% | – |
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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% |