SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,392,381 | -6.7% | 60,219 | -2.8% | 0.03% | -14.7% |
| Q1 2024 | $4,708,015 | +7.4% | 61,948 | +3.7% | 0.03% | 0.0% |
| Q4 2023 | $4,384,780 | -39.5% | 59,754 | -46.6% | 0.03% | -47.7% |
| Q3 2023 | $7,252,089 | -30.9% | 111,811 | -26.3% | 0.06% | -28.6% |
| Q2 2023 | $10,488,230 | +5.3% | 151,756 | +0.6% | 0.09% | -4.2% |
| Q1 2023 | $9,963,621 | +1837.0% | 150,782 | +11.2% | 0.10% | +265.4% |
| Q4 2022 | $514,371 | -90.1% | 135,552 | +50.2% | 0.03% | -56.7% |
| Q3 2022 | $5,218,000 | +5.6% | 90,249 | +10.5% | 0.06% | +36.4% |
| Q2 2022 | $4,939,000 | -49.0% | 81,646 | -40.7% | 0.04% | -40.5% |
| Q1 2022 | $9,685,000 | +131.5% | 137,612 | +133.8% | 0.07% | +138.7% |
| Q4 2021 | $4,184,000 | -7.3% | 58,851 | -13.6% | 0.03% | +6.9% |
| Q3 2021 | $4,514,000 | +5.6% | 68,143 | +7.6% | 0.03% | -21.6% |
| Q2 2021 | $4,275,000 | +55.9% | 63,317 | +51.0% | 0.04% | +42.3% |
| Q1 2021 | $2,743,000 | +375.4% | 41,930 | +303.3% | 0.03% | +333.3% |
| Q4 2020 | $577,000 | +58.5% | 10,398 | +24.0% | 0.01% | +20.0% |
| Q3 2020 | $364,000 | +12.0% | 8,383 | +9.9% | 0.01% | 0.0% |
| Q2 2020 | $325,000 | +42.5% | 7,625 | +73.5% | 0.01% | +25.0% |
| Q1 2019 | $228,000 | +8.6% | 4,396 | -7.2% | 0.00% | -20.0% |
| Q4 2018 | $210,000 | -5.8% | 4,735 | +14.2% | 0.01% | 0.0% |
| Q3 2018 | $223,000 | -21.8% | 4,148 | -24.4% | 0.01% | 0.0% |
| Q2 2018 | $285,000 | -12.6% | 5,484 | +74.0% | 0.01% | -64.3% |
| Q4 2017 | $326,000 | -30.8% | 3,152 | -33.5% | 0.01% | +16.7% |
| Q3 2017 | $471,000 | +81.9% | 4,742 | +75.9% | 0.01% | +71.4% |
| Q2 2017 | $259,000 | -35.6% | 2,696 | -35.8% | 0.01% | -36.4% |
| Q1 2017 | $402,000 | +27.2% | 4,198 | +25.4% | 0.01% | +10.0% |
| Q4 2016 | $316,000 | +6220.0% | 3,347 | +5478.3% | 0.01% | – |
| Q3 2014 | $5,000 | – | 60 | – | 0.00% | – |
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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% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 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% |