SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 256 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,459 | -9.6% | 6,683 | -4.1% | 0.31% | -22.6% |
| Q2 2023 | $479,328 | +1.9% | 6,969 | -2.1% | 0.40% | -2.4% |
| Q1 2023 | $470,225 | +1.3% | 7,116 | -0.7% | 0.41% | -6.3% |
| Q4 2022 | $464,000 | +14.9% | 7,166 | +2.6% | 0.44% | 0.0% |
| Q3 2022 | $404,000 | -25.3% | 6,982 | -21.9% | 0.44% | -18.6% |
| Q2 2022 | $541,000 | -14.8% | 8,944 | -0.9% | 0.54% | -15.3% |
| Q1 2022 | $635,000 | -10.8% | 9,022 | -10.0% | 0.64% | -6.4% |
| Q4 2021 | $712,000 | – | 10,021 | – | 0.68% | – |
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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% |