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 | $1,726 | +100.7% | 26,616 | +112.8% | 0.08% | +118.9% |
| Q2 2023 | $860 | -80.8% | 12,506 | -81.9% | 0.04% | -83.6% |
| Q4 2022 | $4,477 | -99.8% | 69,179 | +81.8% | 0.22% | +122.8% |
| Q3 2021 | $2,520,000 | +920.2% | 38,054 | +938.3% | 0.10% | +741.7% |
| Q2 2021 | $247,000 | -79.0% | 3,665 | -79.6% | 0.01% | -81.2% |
| Q1 2021 | $1,176,000 | -16.1% | 17,967 | -45.3% | 0.06% | -42.3% |
| Q2 2020 | $1,401,000 | – | 32,870 | – | 0.11% | – |
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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% |