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 | $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 | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |