SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 299 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,087 | -3.9% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,211 | +3.7% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,096 | +13.3% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,733 | -5.5% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,893 | +4.3% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,775 | +2.1% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,718 | – | 42 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |