SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 242 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $258,175 | -0.9% | 3,907 | -2.9% | 0.02% | -8.0% |
| Q4 2022 | $260,498 | -11.7% | 4,025 | -21.2% | 0.02% | 0.0% |
| Q3 2022 | $295,000 | -5.1% | 5,111 | -0.6% | 0.02% | -24.2% |
| Q2 2022 | $311,000 | +5.1% | 5,143 | +13.7% | 0.03% | +13.8% |
| Q1 2022 | $296,000 | -18.9% | 4,525 | -11.9% | 0.03% | 0.0% |
| Q4 2021 | $365,000 | +13.4% | 5,136 | +5.4% | 0.03% | +3.6% |
| Q3 2021 | $322,000 | -3.9% | 4,873 | -1.9% | 0.03% | -9.7% |
| Q2 2021 | $335,000 | +13.2% | 4,967 | +9.8% | 0.03% | +3.3% |
| Q1 2021 | $296,000 | +17.9% | 4,525 | 0.0% | 0.03% | +11.1% |
| Q4 2020 | $251,000 | +22.4% | 4,525 | -4.3% | 0.03% | 0.0% |
| Q3 2020 | $205,000 | -0.5% | 4,728 | -2.6% | 0.03% | -3.6% |
| Q2 2020 | $206,000 | -15.2% | 4,854 | +9.4% | 0.03% | -22.2% |
| Q4 2019 | $243,000 | – | 4,437 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |