SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,827,898 | +199.1% | 89,854 | +217.2% | 0.04% | +164.3% |
| Q2 2023 | $1,948,503 | +29.7% | 28,330 | +24.6% | 0.01% | +27.3% |
| Q1 2023 | $1,501,866 | -64.9% | 22,728 | -65.6% | 0.01% | -68.6% |
| Q4 2022 | $4,281,770 | +466.4% | 66,158 | +405.9% | 0.04% | +288.9% |
| Q3 2022 | $756,000 | +1.6% | 13,077 | +6.3% | 0.01% | -10.0% |
| Q2 2022 | $744,000 | -23.6% | 12,300 | -11.1% | 0.01% | -16.7% |
| Q1 2022 | $974,000 | -0.8% | 13,836 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $982,000 | +64.5% | 13,814 | +53.4% | 0.01% | +50.0% |
| Q3 2021 | $597,000 | +101.0% | 9,007 | +105.0% | 0.01% | +100.0% |
| Q2 2021 | $297,000 | +12.9% | 4,393 | +9.3% | 0.00% | -33.3% |
| Q1 2021 | $263,000 | +16.9% | 4,019 | -1.1% | 0.01% | +20.0% |
| Q4 2020 | $225,000 | +12.5% | 4,063 | -13.5% | 0.01% | 0.0% |
| Q2 2020 | $200,000 | -23.1% | 4,695 | -0.7% | 0.01% | -28.6% |
| Q4 2019 | $260,000 | +9.7% | 4,727 | +2.1% | 0.01% | 0.0% |
| Q3 2019 | $237,000 | +9.2% | 4,631 | +9.3% | 0.01% | 0.0% |
| Q2 2019 | $217,000 | – | 4,237 | – | 0.01% | – |
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% |