SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 242 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $331,401 | -4.5% | 4,543 | -0.5% | 0.02% | -11.1% |
| Q1 2024 | $346,948 | +6.8% | 4,565 | +3.1% | 0.02% | -5.3% |
| Q4 2023 | $324,909 | +30.5% | 4,428 | +22.3% | 0.02% | +5.6% |
| Q2 2023 | $248,991 | -9.1% | 3,620 | -12.7% | 0.02% | -10.0% |
| Q1 2023 | $273,997 | -17.3% | 4,146 | -19.0% | 0.02% | -20.0% |
| Q4 2022 | $331,189 | +40.3% | 5,117 | +25.2% | 0.02% | +25.0% |
| Q3 2022 | $236,000 | -45.5% | 4,087 | -42.9% | 0.02% | -42.9% |
| Q2 2022 | $433,000 | -41.5% | 7,152 | -32.0% | 0.04% | -30.0% |
| Q1 2022 | $740,000 | -4.3% | 10,511 | -3.3% | 0.05% | 0.0% |
| Q4 2021 | $773,000 | -66.0% | 10,873 | -67.7% | 0.05% | -72.1% |
| Q2 2021 | $2,275,000 | +11.3% | 33,691 | +7.8% | 0.18% | -9.1% |
| Q1 2021 | $2,044,000 | +172.5% | 31,245 | +131.1% | 0.20% | +152.6% |
| Q4 2020 | $750,000 | – | 13,520 | – | 0.08% | – |
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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% |