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 | $1,163,394 | +157.6% | 17,937 | +173.1% | 0.00% | – |
| Q2 2023 | $451,678 | -79.4% | 6,567 | -80.2% | 0.00% | – |
| Q1 2023 | $2,191,213 | +7.6% | 33,160 | +5.4% | 0.00% | – |
| Q4 2022 | $2,036,285 | -63.1% | 31,463 | -67.0% | 0.00% | -100.0% |
| Q3 2022 | $5,511,000 | +576.2% | 95,311 | +607.7% | 0.00% | – |
| Q2 2022 | $815,000 | +21.3% | 13,467 | +41.1% | 0.00% | – |
| Q1 2022 | $672,000 | -45.7% | 9,543 | -48.9% | 0.00% | – |
| Q3 2021 | $1,237,000 | +61.1% | 18,670 | +64.1% | 0.00% | – |
| Q2 2021 | $768,000 | -70.9% | 11,376 | -71.8% | 0.00% | -100.0% |
| Q1 2021 | $2,641,000 | +74.6% | 40,360 | +13.7% | 0.00% | 0.0% |
| Q2 2020 | $1,513,000 | -54.6% | 35,487 | -45.3% | 0.00% | -50.0% |
| Q3 2019 | $3,329,000 | +499.8% | 64,874 | +500.5% | 0.00% | – |
| Q2 2019 | $555,000 | -84.2% | 10,803 | -70.4% | 0.00% | -100.0% |
| Q1 2017 | $3,513,000 | +61.4% | 36,464 | +34.9% | 0.00% | 0.0% |
| Q1 2016 | $2,177,000 | +38.3% | 27,024 | +31.6% | 0.00% | +200.0% |
| Q3 2015 | $1,574,000 | – | 20,529 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |