SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,488 | -93.8% | 3,107 | -93.8% | 0.01% | -94.5% |
| Q4 2022 | $3,241,663 | -31.6% | 50,088 | -25.6% | 0.09% | -41.3% |
| Q1 2022 | $4,739,000 | +17.4% | 67,319 | -7.4% | 0.16% | -28.2% |
| Q4 2020 | $4,037,000 | +1130.8% | 72,723 | +1818.8% | 0.22% | +237.5% |
| Q3 2016 | $328,000 | +4.5% | 3,790 | -0.0% | 0.06% | +1.6% |
| Q2 2016 | $314,000 | +7.5% | 3,791 | +4.1% | 0.06% | -7.4% |
| Q1 2016 | $292,000 | +1.7% | 3,640 | -3.5% | 0.07% | +17.2% |
| Q4 2015 | $287,000 | -5.9% | 3,771 | -5.0% | 0.06% | -20.5% |
| Q3 2015 | $305,000 | -1.0% | 3,970 | +11.2% | 0.07% | -5.2% |
| Q2 2015 | $308,000 | -4.9% | 3,570 | -4.0% | 0.08% | -2.5% |
| Q1 2015 | $324,000 | +6.9% | 3,720 | +4.6% | 0.08% | +1216.7% |
| Q4 2014 | $303,000 | -99.7% | 3,555 | +199.5% | 0.01% | -75.0% |
| Q2 2014 | $102,414,000 | +75762.2% | 1,187 | -35.5% | 0.02% | -47.8% |
| Q3 2013 | $135,000 | – | 1,839 | – | 0.05% | – |
Download | ||||||
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% |