SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,069 | -5.7% | 294 | 0.0% | 0.00% | – |
| Q2 2023 | $20,221 | +4.1% | 294 | 0.0% | 0.00% | – |
| Q1 2023 | $19,428 | -96.9% | 294 | -97.0% | 0.00% | -100.0% |
| Q4 2022 | $625,713 | +8838.8% | 9,668 | +8380.7% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -99.2% | 114 | -99.1% | 0.00% | -100.0% |
| Q1 2022 | $923,000 | +11437.5% | 13,118 | +11407.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -66.7% | 114 | -66.9% | 0.00% | – |
| Q2 2021 | $24,000 | -92.5% | 344 | -94.1% | 0.00% | -100.0% |
| Q4 2020 | $321,000 | +32000.0% | 5,788 | +28840.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 20 | -37.5% | 0.00% | – |
| Q2 2020 | $1,000 | -75.0% | 32 | -73.8% | 0.00% | – |
| Q1 2020 | $4,000 | -63.6% | 122 | -38.4% | 0.00% | – |
| Q4 2019 | $11,000 | +22.2% | 198 | +19.3% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | -86.8% | 166 | -87.7% | 0.00% | – |
| Q1 2019 | $68,000 | +871.4% | 1,350 | +713.3% | 0.00% | – |
| Q4 2018 | $7,000 | -22.2% | 166 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 166 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | +12.5% | 166 | +100.0% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 83 | 0.0% | 0.00% | – |
| Q4 2017 | $9,000 | – | 83 | – | 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% |