SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777 | -23.1% | 11,976 | -18.5% | 0.01% | -25.0% |
| Q2 2023 | $1,010 | +12.2% | 14,690 | +7.9% | 0.02% | +6.7% |
| Q1 2023 | $900 | -99.9% | 13,614 | -38.4% | 0.02% | -40.0% |
| Q4 2022 | $1,430,000 | -99.6% | 22,100 | +253.9% | 0.02% | +257.1% |
| Q3 2022 | $361,000,000 | +122272.9% | 6,245 | +28.2% | 0.01% | +16.7% |
| Q2 2022 | $295,000 | -55.9% | 4,871 | -48.8% | 0.01% | -50.0% |
| Q1 2022 | $669,000 | -99.8% | 9,511 | +121.1% | 0.01% | +140.0% |
| Q4 2021 | $306,000,000 | +136507.1% | 4,301 | +27.1% | 0.01% | +25.0% |
| Q3 2021 | $224,000 | – | 3,383 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |