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 | $560,489 | -5.9% | 8,642 | -0.3% | 0.69% | -13.5% |
| Q2 2023 | $595,939 | +4.1% | 8,664 | +0.0% | 0.80% | -2.3% |
| Q1 2023 | $572,392 | +2.1% | 8,662 | +0.0% | 0.82% | -5.1% |
| Q4 2022 | $560,495 | -2.0% | 8,660 | +0.1% | 0.86% | +1.1% |
| Q2 2022 | $572,000 | -6.1% | 8,655 | +0.0% | 0.86% | +4.1% |
| Q1 2022 | $609,000 | +0.2% | 8,653 | +1.2% | 0.82% | +4.8% |
| Q4 2021 | $608,000 | +7.4% | 8,551 | +0.0% | 0.78% | -0.5% |
| Q3 2021 | $566,000 | -1.9% | 8,549 | +0.0% | 0.79% | -3.4% |
| Q2 2021 | $577,000 | +1.4% | 8,547 | -1.7% | 0.82% | -8.4% |
| Q1 2021 | $569,000 | – | 8,695 | – | 0.89% | – |
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% |