SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 235 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,503,000 | -23.4% | 21,359 | -27.9% | 0.17% | -25.0% |
| Q3 2021 | $1,963,000 | -21.3% | 29,638 | -19.8% | 0.22% | -18.5% |
| Q2 2021 | $2,494,000 | +1.5% | 36,939 | -1.6% | 0.28% | 0.0% |
| Q1 2021 | $2,456,000 | -6.0% | 37,530 | -21.3% | 0.28% | -26.1% |
| Q4 2020 | $2,612,000 | +38.2% | 47,676 | +9.5% | 0.37% | +39.3% |
| Q3 2020 | $1,890,000 | – | 43,555 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |