SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 217 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $279,239 | -32.0% | 4,059 | -34.7% | 0.01% | -28.6% |
| Q1 2023 | $410,679 | -9.7% | 6,214 | -11.6% | 0.01% | -12.5% |
| Q4 2022 | $454,920 | +10.2% | 7,029 | -1.7% | 0.02% | 0.0% |
| Q3 2022 | $413,000 | -13.1% | 7,150 | -8.9% | 0.02% | -5.9% |
| Q2 2022 | $475,000 | -16.4% | 7,850 | -2.7% | 0.02% | 0.0% |
| Q1 2022 | $568,000 | +6.6% | 8,065 | +7.6% | 0.02% | +13.3% |
| Q4 2021 | $533,000 | +43.3% | 7,495 | +33.5% | 0.02% | +36.4% |
| Q3 2021 | $372,000 | -15.5% | 5,615 | -13.8% | 0.01% | -15.4% |
| Q2 2021 | $440,000 | +41.9% | 6,514 | +37.3% | 0.01% | +30.0% |
| Q1 2021 | $310,000 | – | 4,743 | – | 0.01% | – |
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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% |