SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $911,608 | -9.6% | 14,055 | -4.1% | 0.31% | -2.9% |
| Q2 2023 | $1,007,971 | +4.1% | 14,655 | 0.0% | 0.32% | 0.0% |
| Q1 2023 | $968,403 | +2.1% | 14,655 | 0.0% | 0.32% | -4.3% |
| Q4 2022 | $948,472 | +11.8% | 14,655 | 0.0% | 0.33% | -11.1% |
| Q3 2022 | $848,000 | -4.4% | 14,655 | 0.0% | 0.37% | -8.2% |
| Q2 2022 | $887,000 | -14.0% | 14,655 | 0.0% | 0.40% | -33.5% |
| Q1 2022 | $1,031,000 | -1.2% | 14,655 | -0.1% | 0.61% | -15.4% |
| Q4 2021 | $1,043,000 | – | 14,668 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |