SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $755 | +9.9% | 10,355 | +14.6% | 0.01% | 0.0% |
| Q1 2024 | $687 | -66.3% | 9,037 | -67.5% | 0.01% | -67.9% |
| Q4 2023 | $2,040 | +162.5% | 27,795 | +132.1% | 0.03% | +133.3% |
| 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 ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 151,241 | $11,031,504 | 8.36% |
| First Pacific Financial | 359,076 | $26,191,000 | 6.73% |
| Private Wealth Management Group, LLC | 143,793 | $10,488,262 | 4.54% |
| Lutz Financial Services LLC | 676,075 | $49,312,942 | 4.30% |
| BALANCED WEALTH GROUP LLC | 247,887 | $9,244,730 | 4.20% |
| NorthRock Partners, LLC | 538,705 | $39,293,108 | 3.52% |
| FAS Wealth Partners, Inc. | 555,667 | $40,530,321 | 3.50% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 356,080 | $25,972,475 | 2.81% |
| ERn Financial, LLC | 432,994 | $31,582,570 | 2.62% |
| CAPITAL WEALTH MANAGEMENT, LLC | 69,678 | $5,082,313 | 2.33% |