SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540 | -19.8% | 8,330 | -14.8% | 0.08% | -17.6% |
| Q2 2023 | $673 | -99.9% | 9,780 | -1.0% | 0.10% | -4.7% |
| Q1 2023 | $652,870 | -5.3% | 9,880 | -7.3% | 0.11% | -12.3% |
| Q4 2022 | $689,592 | +11.9% | 10,655 | 0.0% | 0.12% | -4.7% |
| Q3 2022 | $616,000 | -4.5% | 10,655 | 0.0% | 0.13% | -2.3% |
| Q2 2022 | $645,000 | -14.0% | 10,655 | 0.0% | 0.13% | -3.0% |
| Q1 2022 | $750,000 | -1.1% | 10,655 | 0.0% | 0.14% | -1.5% |
| Q4 2021 | $758,000 | +7.4% | 10,655 | 0.0% | 0.14% | -2.1% |
| Q3 2021 | $706,000 | +10.8% | 10,655 | +13.0% | 0.14% | +11.1% |
| Q2 2021 | $637,000 | +0.8% | 9,430 | -2.3% | 0.13% | -5.3% |
| Q1 2021 | $632,000 | +17.9% | 9,655 | 0.0% | 0.13% | +6.4% |
| Q4 2020 | $536,000 | +27.9% | 9,655 | 0.0% | 0.12% | +8.7% |
| Q3 2020 | $419,000 | +1.7% | 9,655 | 0.0% | 0.12% | -1.7% |
| Q2 2020 | $412,000 | +79.9% | 9,655 | +48.7% | 0.12% | +53.9% |
| Q1 2020 | $229,000 | – | 6,495 | – | 0.08% | – |
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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% |