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 | $722,865 | -5.7% | 11,145 | 0.0% | 0.37% | -2.4% |
| Q2 2023 | $766,553 | +4.1% | 11,145 | 0.0% | 0.38% | -0.3% |
| Q1 2023 | $736,462 | -1.5% | 11,145 | -3.6% | 0.38% | +3.8% |
| Q4 2022 | $747,969 | +12.0% | 11,557 | 0.0% | 0.36% | -16.9% |
| Q3 2022 | $668,000 | -13.1% | 11,557 | -9.1% | 0.44% | -15.3% |
| Q2 2022 | $769,000 | -16.5% | 12,710 | -2.9% | 0.52% | -11.9% |
| Q1 2022 | $921,000 | -1.9% | 13,085 | -0.9% | 0.59% | -2.3% |
| Q4 2021 | $939,000 | +7.3% | 13,210 | 0.0% | 0.60% | -5.8% |
| Q3 2021 | $875,000 | -1.9% | 13,210 | 0.0% | 0.64% | -4.8% |
| Q2 2021 | $892,000 | -0.1% | 13,210 | -3.2% | 0.67% | -9.5% |
| Q1 2021 | $893,000 | +18.0% | 13,647 | 0.0% | 0.74% | +3.1% |
| Q4 2020 | $757,000 | – | 13,647 | – | 0.72% | – |
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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% |