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 | $71,239 | -5.7% | 1,098,350 | +0.0% | 2.74% | -4.8% |
| Q2 2023 | $75,539 | -1.1% | 1,098,275 | -5.0% | 2.87% | -10.1% |
| Q1 2023 | $76,401 | +9.1% | 1,156,194 | +6.9% | 3.20% | +1.7% |
| Q4 2022 | $70,001 | -99.5% | 1,081,605 | +389.9% | 3.14% | +391.4% |
| Q3 2022 | $12,767,000 | +3.9% | 220,802 | +8.8% | 0.64% | +7.7% |
| Q2 2022 | $12,282,000 | -54.6% | 203,016 | -47.2% | 0.59% | -50.9% |
| Q1 2022 | $27,080,000 | +31.7% | 384,766 | +33.1% | 1.21% | +32.1% |
| Q4 2021 | $20,557,000 | +75.8% | 289,130 | +63.8% | 0.92% | +55.6% |
| Q3 2021 | $11,692,000 | +25.8% | 176,536 | +28.2% | 0.59% | +24.1% |
| Q2 2021 | $9,297,000 | -23.4% | 137,690 | -25.8% | 0.47% | -27.5% |
| Q1 2021 | $12,141,000 | -41.5% | 185,555 | -50.4% | 0.65% | -47.0% |
| Q4 2020 | $20,759,000 | -26.6% | 374,037 | -42.6% | 1.23% | -34.9% |
| Q3 2020 | $28,263,000 | +45.1% | 651,365 | +42.5% | 1.90% | +34.0% |
| Q2 2020 | $19,482,000 | – | 457,011 | – | 1.41% | – |
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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% |