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 | $691 | +53.6% | 10,658 | +63.0% | 0.00% | +100.0% |
| Q2 2023 | $450 | -1.7% | 6,539 | -5.7% | 0.00% | -33.3% |
| Q1 2023 | $458 | -73.1% | 6,931 | -73.6% | 0.00% | -72.7% |
| Q4 2022 | $1,702 | -99.5% | 26,302 | +309.1% | 0.01% | +266.7% |
| Q3 2022 | $372,000 | -2.4% | 6,429 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $381,000 | -80.0% | 6,295 | -76.7% | 0.00% | -76.9% |
| Q1 2022 | $1,901,000 | +260.7% | 27,015 | +264.4% | 0.01% | +225.0% |
| Q4 2021 | $527,000 | -8.2% | 7,413 | -14.5% | 0.00% | -20.0% |
| Q3 2021 | $574,000 | -66.3% | 8,666 | -65.6% | 0.01% | -64.3% |
| Q2 2021 | $1,702,000 | +107.6% | 25,207 | +101.2% | 0.01% | +75.0% |
| Q1 2021 | $820,000 | -2.8% | 12,526 | -17.6% | 0.01% | -11.1% |
| Q4 2020 | $844,000 | +66.1% | 15,204 | +29.8% | 0.01% | +50.0% |
| Q3 2020 | $508,000 | +0.6% | 11,711 | -1.2% | 0.01% | -14.3% |
| Q2 2020 | $505,000 | +16.4% | 11,858 | -3.7% | 0.01% | 0.0% |
| Q1 2020 | $434,000 | -36.3% | 12,315 | -0.9% | 0.01% | -30.0% |
| Q4 2019 | $681,000 | +7.1% | 12,426 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $636,000 | -16.8% | 12,397 | -16.6% | 0.01% | -9.1% |
| Q2 2019 | $764,000 | +0.7% | 14,863 | -1.4% | 0.01% | -8.3% |
| Q1 2019 | $759,000 | +5.3% | 15,069 | -7.2% | 0.01% | -7.7% |
| Q4 2018 | $721,000 | -19.4% | 16,245 | -2.4% | 0.01% | -13.3% |
| Q3 2018 | $895,000 | +33.2% | 16,648 | +28.9% | 0.02% | 0.0% |
| Q2 2018 | $672,000 | +20.0% | 12,916 | +129.4% | 0.02% | +25.0% |
| Q1 2018 | $560,000 | +51.8% | 5,631 | +57.1% | 0.01% | +71.4% |
| Q4 2017 | $369,000 | – | 3,584 | – | 0.01% | – |
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% |