SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 256 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,734,993 | -6.7% | 28,452 | +8.5% | 0.09% | -3.1% |
| Q2 2023 | $1,859,302 | +16.1% | 26,213 | +7.0% | 0.10% | +4.3% |
| Q1 2023 | $1,601,349 | +2.5% | 24,497 | +15.1% | 0.09% | -3.1% |
| Q4 2022 | $1,562,404 | +103.7% | 21,275 | +79.3% | 0.10% | +74.5% |
| Q3 2022 | $767,000 | +31.6% | 11,868 | +34.5% | 0.06% | +31.0% |
| Q2 2022 | $583,000 | +20.7% | 8,827 | +17.4% | 0.04% | +13.5% |
| Q1 2022 | $483,000 | -5.1% | 7,517 | +0.9% | 0.04% | +2.8% |
| Q4 2021 | $509,000 | +3.7% | 7,452 | +10.0% | 0.04% | +5.9% |
| Q3 2021 | $491,000 | -35.6% | 6,772 | -40.6% | 0.03% | +21.4% |
| Q2 2021 | $762,000 | +95.9% | 11,394 | +101.4% | 0.03% | -12.5% |
| Q1 2021 | $389,000 | +1196.7% | 5,657 | +1837.3% | 0.03% | +540.0% |
| Q4 2017 | $30,000 | – | 292 | – | 0.01% | – |
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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% |