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 | $20,331,089 | +8.2% | 313,462 | +14.7% | 0.01% | +20.0% |
| Q2 2023 | $18,790,552 | -26.0% | 273,198 | -28.9% | 0.01% | -28.6% |
| Q1 2023 | $25,378,296 | +24.9% | 384,053 | +22.3% | 0.01% | +16.7% |
| Q4 2022 | $20,323,439 | +1.8% | 314,021 | -9.1% | 0.01% | -14.3% |
| Q3 2022 | $19,968,000 | +69.6% | 345,339 | +77.4% | 0.01% | +75.0% |
| Q2 2022 | $11,774,000 | +5.7% | 194,622 | +23.0% | 0.00% | +33.3% |
| Q1 2022 | $11,136,000 | +36.8% | 158,234 | +38.2% | 0.00% | +50.0% |
| Q4 2021 | $8,138,000 | +39.7% | 114,456 | +30.1% | 0.00% | +100.0% |
| Q3 2021 | $5,825,000 | -8.4% | 87,946 | -6.6% | 0.00% | 0.0% |
| Q2 2021 | $6,358,000 | +16.9% | 94,174 | +13.2% | 0.00% | 0.0% |
| Q1 2021 | $5,441,000 | +19.6% | 83,157 | +1.4% | 0.00% | 0.0% |
| Q4 2020 | $4,550,000 | +35.3% | 81,978 | +5.8% | 0.00% | 0.0% |
| Q3 2020 | $3,362,000 | +1.7% | 77,478 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $3,306,000 | +17.2% | 77,536 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $2,821,000 | -22.7% | 79,995 | +20.1% | 0.00% | 0.0% |
| Q4 2019 | $3,649,000 | +8.0% | 66,616 | +1.2% | 0.00% | 0.0% |
| Q3 2019 | $3,378,000 | -5.4% | 65,828 | -5.3% | 0.00% | 0.0% |
| Q2 2019 | $3,572,000 | +1.5% | 69,546 | -0.4% | 0.00% | 0.0% |
| Q1 2019 | $3,518,000 | +17.0% | 69,840 | +3.0% | 0.00% | 0.0% |
| Q4 2018 | $3,008,000 | +433.3% | 67,797 | +545.5% | 0.00% | – |
| Q3 2018 | $564,000 | +3.3% | 10,503 | 0.0% | 0.00% | – |
| Q2 2018 | $546,000 | +2.1% | 10,503 | +95.3% | 0.00% | – |
| Q1 2018 | $535,000 | +79.5% | 5,378 | +85.6% | 0.00% | – |
| Q4 2017 | $298,000 | +4.6% | 2,898 | +0.9% | 0.00% | – |
| Q3 2017 | $285,000 | -4.4% | 2,872 | -7.3% | 0.00% | – |
| Q2 2017 | $298,000 | -20.1% | 3,098 | -20.0% | 0.00% | – |
| Q1 2017 | $373,000 | -18.2% | 3,873 | -20.2% | 0.00% | – |
| Q4 2016 | $456,000 | 0.0% | 4,853 | -8.1% | 0.00% | – |
| Q3 2016 | $456,000 | +0.4% | 5,281 | -3.7% | 0.00% | – |
| Q2 2016 | $454,000 | -15.1% | 5,486 | -17.7% | 0.00% | – |
| Q1 2016 | $535,000 | -10.2% | 6,666 | -15.1% | 0.00% | – |
| Q4 2015 | $596,000 | -2.8% | 7,852 | -1.9% | 0.00% | – |
| Q3 2015 | $613,000 | +5.7% | 8,006 | +18.6% | 0.00% | – |
| Q2 2015 | $580,000 | -50.7% | 6,752 | -50.0% | 0.00% | – |
| Q1 2015 | $1,176,000 | +95.0% | 13,504 | +91.2% | 0.00% | – |
| Q4 2014 | $603,000 | +4.0% | 7,062 | 0.0% | 0.00% | – |
| Q3 2014 | $580,000 | -31.6% | 7,062 | -28.1% | 0.00% | – |
| Q2 2014 | $848,000 | +5.2% | 9,822 | -0.1% | 0.00% | – |
| Q1 2014 | $806,000 | -7.1% | 9,830 | -10.4% | 0.00% | – |
| Q4 2013 | $868,000 | -10.7% | 10,968 | -17.1% | 0.00% | – |
| Q3 2013 | $972,000 | -12.7% | 13,234 | -17.5% | 0.00% | -100.0% |
| Q2 2013 | $1,114,000 | – | 16,044 | – | 0.00% | – |
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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% |