SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,443,908 | +0.9% | 37,679 | +7.0% | 0.04% | 0.0% |
| Q2 2023 | $2,420,990 | +2.5% | 35,199 | -1.5% | 0.04% | -2.2% |
| Q1 2023 | $2,361,257 | +3.9% | 35,733 | +1.7% | 0.04% | -4.3% |
| Q4 2022 | $2,273,003 | +110.1% | 35,120 | +128.5% | 0.05% | +147.4% |
| Q1 2022 | $1,082,000 | -48.6% | 15,373 | -60.0% | 0.02% | -66.7% |
| Q4 2019 | $2,107,000 | +95.6% | 38,456 | +83.3% | 0.06% | +50.0% |
| Q3 2019 | $1,077,000 | +8.4% | 20,980 | +2.2% | 0.04% | +2.7% |
| Q2 2019 | $994,000 | +13.3% | 20,536 | +18.0% | 0.04% | 0.0% |
| Q1 2019 | $877,000 | +86.6% | 17,402 | +64.1% | 0.04% | +76.2% |
| Q4 2018 | $470,000 | – | 10,605 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |