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 | $992,617 | -5.7% | 15,304 | 0.0% | 1.05% | +0.8% |
| Q2 2023 | $1,052,609 | +2.7% | 15,304 | -1.3% | 1.04% | -2.1% |
| Q1 2023 | $1,024,901 | -0.8% | 15,510 | -2.8% | 1.06% | -4.7% |
| Q4 2022 | $1,032,675 | +11.8% | 15,956 | -0.2% | 1.11% | -69.3% |
| Q3 2022 | $924,000 | -4.2% | 15,982 | +0.2% | 3.63% | +235.2% |
| Q2 2022 | $965,000 | -13.4% | 15,951 | +0.8% | 1.08% | +6.8% |
| Q1 2022 | $1,114,000 | -0.3% | 15,819 | +0.6% | 1.01% | +7.5% |
| Q4 2021 | $1,117,000 | – | 15,724 | – | 0.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |