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 | $144,379 | +37.0% | 2,226 | +45.3% | 0.00% | – |
| Q2 2023 | $105,380 | -42.6% | 1,532 | -44.9% | 0.00% | – |
| Q1 2023 | $183,720 | +157.8% | 2,780 | +152.5% | 0.00% | – |
| Q4 2022 | $71,266 | -47.2% | 1,101 | -52.6% | 0.00% | – |
| Q3 2022 | $135,000 | +128.8% | 2,324 | +137.4% | 0.00% | – |
| Q2 2022 | $59,000 | -23.4% | 979 | -11.1% | 0.00% | – |
| Q1 2022 | $77,000 | +18.5% | 1,101 | +20.2% | 0.00% | – |
| Q4 2021 | $65,000 | +1.6% | 916 | -4.6% | 0.00% | – |
| Q3 2021 | $64,000 | +39.1% | 960 | +40.8% | 0.00% | – |
| Q2 2021 | $46,000 | +12.2% | 682 | +9.8% | 0.00% | – |
| Q1 2021 | $41,000 | +7.9% | 621 | -8.4% | 0.00% | – |
| Q4 2020 | $38,000 | +52.0% | 678 | +15.7% | 0.00% | – |
| Q3 2020 | $25,000 | +13.6% | 586 | +15.8% | 0.00% | – |
| Q2 2020 | $22,000 | -46.3% | 506 | -56.2% | 0.00% | – |
| Q1 2020 | $41,000 | -31.7% | 1,156 | +4.7% | 0.00% | – |
| Q4 2019 | $60,000 | +33.3% | 1,104 | +25.6% | 0.00% | – |
| Q3 2019 | $45,000 | +25.0% | 879 | +23.6% | 0.00% | – |
| Q2 2019 | $36,000 | -44.6% | 711 | -45.1% | 0.00% | – |
| Q1 2019 | $65,000 | -15.6% | 1,294 | -26.1% | 0.00% | – |
| Q4 2018 | $77,000 | -17.2% | 1,752 | +1.4% | 0.00% | – |
| Q3 2018 | $93,000 | – | 1,728 | – | 0.00% | – |
Download | ||||||
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% |