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 | $309,837 | -7.5% | 4,777 | -1.9% | 0.05% | 0.0% |
| Q2 2023 | $335,055 | +4.5% | 4,871 | +0.4% | 0.05% | -4.1% |
| Q1 2023 | $320,773 | +4.3% | 4,854 | +2.2% | 0.05% | +2.1% |
| Q4 2022 | $307,483 | +12.2% | 4,751 | +0.4% | 0.05% | +4.3% |
| Q3 2022 | $274,000 | -3.9% | 4,733 | +0.4% | 0.05% | -2.1% |
| Q2 2022 | $285,000 | -12.8% | 4,715 | +1.5% | 0.05% | +2.2% |
| Q1 2022 | $327,000 | -0.9% | 4,647 | +0.3% | 0.05% | +4.5% |
| Q4 2021 | $330,000 | +7.8% | 4,635 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $306,000 | – | 4,616 | – | 0.05% | – |
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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% |