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 | $454,020 | -5.7% | 7,000 | 0.0% | 0.11% | -5.8% |
| Q2 2023 | $481,460 | +4.1% | 7,000 | 0.0% | 0.12% | -4.0% |
| Q1 2023 | $462,560 | +2.1% | 7,000 | 0.0% | 0.13% | -6.7% |
| Q4 2022 | $453,040 | +11.9% | 7,000 | 0.0% | 0.14% | -1.5% |
| Q3 2022 | $405,000 | -52.1% | 7,000 | -41.7% | 0.14% | -46.9% |
| Q1 2022 | $845,000 | -0.9% | 12,000 | 0.0% | 0.26% | +0.8% |
| Q4 2021 | $853,000 | – | 12,000 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |