SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |