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 | $12,564,353 | -6.1% | 172,256 | -2.2% | 0.13% | -12.6% |
| Q1 2024 | $13,382,460 | +47.9% | 176,085 | +42.8% | 0.15% | +34.8% |
| Q4 2023 | $9,050,645 | +54.2% | 123,339 | +36.3% | 0.11% | +33.3% |
| Q3 2023 | $5,868,339 | -11.8% | 90,477 | -6.4% | 0.08% | -12.5% |
| Q2 2023 | $6,651,164 | +5.5% | 96,702 | +1.4% | 0.10% | -5.0% |
| Q1 2023 | $6,302,710 | +3.1% | 95,380 | +1.0% | 0.10% | -4.7% |
| Q4 2022 | $6,114,745 | +21.1% | 94,480 | +8.2% | 0.11% | +7.1% |
| Q3 2022 | $5,048,000 | -4.3% | 87,312 | +0.2% | 0.10% | -2.0% |
| Q2 2022 | $5,274,000 | -12.7% | 87,159 | +1.5% | 0.10% | +2.0% |
| Q1 2022 | $6,044,000 | -0.4% | 85,867 | +0.6% | 0.10% | +3.1% |
| Q4 2021 | $6,071,000 | +22.4% | 85,380 | +14.0% | 0.10% | +12.9% |
| Q3 2021 | $4,959,000 | -1.9% | 74,866 | 0.0% | 0.08% | -2.3% |
| Q2 2021 | $5,055,000 | +8.0% | 74,866 | +4.6% | 0.09% | -12.1% |
| Q1 2021 | $4,682,000 | +51.4% | 71,552 | +28.4% | 0.10% | +41.4% |
| Q4 2020 | $3,093,000 | +27.7% | 55,727 | -0.2% | 0.07% | +11.1% |
| Q3 2020 | $2,423,000 | +15.3% | 55,850 | +13.3% | 0.06% | +5.0% |
| Q2 2020 | $2,101,000 | +20.1% | 49,281 | -0.7% | 0.06% | -4.8% |
| Q1 2020 | $1,750,000 | -30.8% | 49,617 | +7.4% | 0.06% | -14.9% |
| Q4 2019 | $2,530,000 | – | 46,188 | – | 0.07% | – |
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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% |