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 | $3,458 | -12.9% | 53,315 | -7.6% | 0.82% | -11.1% |
| Q2 2023 | $3,968 | +11.3% | 57,686 | +6.9% | 0.92% | +5.9% |
| Q1 2023 | $3,564 | -5.7% | 53,939 | -7.6% | 0.87% | -12.5% |
| Q4 2022 | $3,779 | -99.6% | 58,386 | +236.0% | 0.99% | +229.1% |
| Q3 2022 | $1,005,000 | +10.0% | 17,379 | +15.0% | 0.30% | +12.3% |
| Q2 2022 | $914,000 | +1.0% | 15,110 | +17.5% | 0.27% | +2.3% |
| Q1 2022 | $905,000 | +144.6% | 12,855 | +146.7% | 0.26% | +119.2% |
| Q4 2021 | $370,000 | +102.2% | 5,210 | +88.2% | 0.12% | +8.1% |
| Q3 2021 | $183,000 | +17.3% | 2,768 | +19.7% | 0.11% | +3.7% |
| Q2 2021 | $156,000 | -29.1% | 2,313 | -31.3% | 0.11% | -35.9% |
| Q1 2021 | $220,000 | -75.6% | 3,369 | -79.3% | 0.17% | -76.1% |
| Q4 2020 | $901,000 | -28.0% | 16,238 | -43.7% | 0.70% | -32.3% |
| Q3 2020 | $1,251,000 | +49.8% | 28,822 | +47.1% | 1.03% | +48.2% |
| Q2 2020 | $835,000 | – | 19,598 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |