SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 305 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,652,708 | +14.8% | 33,922 | +6.2% | 0.10% | +5.1% |
| Q1 2024 | $2,310,247 | +4.7% | 31,945 | +3.7% | 0.10% | -3.9% |
| Q4 2023 | $2,207,277 | +27.2% | 30,811 | +8.3% | 0.10% | +8.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 151,241 | $11,031,504 | 8.36% |
| First Pacific Financial | 359,076 | $26,191,000 | 6.73% |
| Private Wealth Management Group, LLC | 143,793 | $10,488,262 | 4.54% |
| Lutz Financial Services LLC | 676,075 | $49,312,942 | 4.30% |
| BALANCED WEALTH GROUP LLC | 247,887 | $9,244,730 | 4.20% |
| NorthRock Partners, LLC | 538,705 | $39,293,108 | 3.52% |
| FAS Wealth Partners, Inc. | 555,667 | $40,530,321 | 3.50% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 356,080 | $25,972,475 | 2.81% |
| ERn Financial, LLC | 432,994 | $31,582,570 | 2.62% |
| CAPITAL WEALTH MANAGEMENT, LLC | 69,678 | $5,082,313 | 2.33% |