SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $871,459 | -20.0% | 13,436 | -15.2% | 0.00% | 0.0% |
| Q2 2023 | $1,089,200 | -5.0% | 15,836 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $1,146,686 | +23.7% | 17,353 | +21.1% | 0.00% | 0.0% |
| Q4 2022 | $927,179 | +17.8% | 14,326 | +5.3% | 0.00% | 0.0% |
| Q3 2022 | $787,000 | -43.4% | 13,607 | -40.8% | 0.00% | -50.0% |
| Q2 2022 | $1,391,000 | +15.7% | 22,992 | +29.2% | 0.00% | +100.0% |
| Q2 2021 | $1,202,000 | +14.6% | 17,795 | +10.9% | 0.00% | -50.0% |
| Q1 2021 | $1,049,000 | – | 16,040 | – | 0.00% | – |
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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% |