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 | $4,642,000 | -8.0% | 71,575 | -2.5% | 0.68% | +16.9% |
| Q2 2023 | $5,048,000 | +2.4% | 73,397 | -1.6% | 0.59% | -4.7% |
| Q1 2023 | $4,929,000 | -1.0% | 74,591 | -3.0% | 0.62% | -14.1% |
| Q4 2022 | $4,977,000 | +9.7% | 76,900 | -2.0% | 0.72% | -7.3% |
| Q3 2022 | $4,536,000 | -3.2% | 78,450 | +1.3% | 0.77% | -9.7% |
| Q2 2022 | $4,686,000 | -18.4% | 77,461 | -5.1% | 0.86% | -7.5% |
| Q1 2022 | $5,743,000 | -3.9% | 81,596 | -2.9% | 0.92% | +0.3% |
| Q4 2021 | $5,973,000 | -2.0% | 84,004 | -8.7% | 0.92% | -7.3% |
| Q3 2021 | $6,096,000 | -7.4% | 92,050 | -5.5% | 0.99% | +1.7% |
| Q2 2021 | $6,580,000 | -9.7% | 97,446 | -12.5% | 0.98% | -21.4% |
| Q1 2021 | $7,285,000 | – | 111,334 | – | 1.24% | – |
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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% |