SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 328 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $516,962 | +3.8% | 7,087 | +8.2% | 0.20% | -2.0% |
| Q1 2024 | $497,858 | +3.6% | 6,551 | +0.0% | 0.20% | -7.8% |
| Q4 2023 | $480,566 | +100.8% | 6,549 | +77.5% | 0.22% | +75.2% |
| Q3 2023 | $239,269 | -3.3% | 3,689 | +2.5% | 0.12% | -2.3% |
| Q2 2023 | $247,539 | +20.1% | 3,599 | +15.4% | 0.13% | +11.3% |
| Q1 2023 | $206,104 | +2.1% | 3,119 | 0.0% | 0.12% | -3.4% |
| Q4 2022 | $201,862 | – | 3,119 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,787 | $17,796,000 | 10.23% |
| Tradewinds Capital Management, LLC | 245,851 | $14,215,000 | 5.82% |
| NorthRock Partners, LLC | 748,302 | $43,267,000 | 5.03% |
| Retirement Group, LLC | 108,537 | $6,276,000 | 5.03% |
| FAS Wealth Partners, Inc. | 750,323 | $43,384,000 | 4.82% |
| Lutz Financial Services LLC | 524,953 | $30,353,000 | 4.15% |
| LTG Capital LLC | 15,982 | $924,000 | 3.63% |
| Clarus Wealth Advisors | 82,591 | $4,884,000 | 3.49% |
| KWB Wealth | 297,145 | $17,181,000 | 3.43% |
| ERn Financial, LLC | 189,160 | $10,937,000 | 2.80% |