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 | $1,205,294 | -36.9% | 18,583 | -33.1% | 1.03% | -28.3% |
| Q2 2023 | $1,909,127 | -23.8% | 27,757 | -26.8% | 1.44% | +2.6% |
| Q1 2023 | $2,504,631 | -14.5% | 37,903 | -16.2% | 1.40% | -1.5% |
| Q4 2022 | $2,928,580 | +12.3% | 45,250 | +0.3% | 1.42% | +29.7% |
| Q3 2022 | $2,608,000 | -7.6% | 45,106 | -3.3% | 1.10% | -6.6% |
| Q2 2022 | $2,822,000 | -28.2% | 46,641 | -16.5% | 1.17% | -24.8% |
| Q1 2022 | $3,930,000 | -0.5% | 55,835 | +0.5% | 1.56% | +4.8% |
| Q4 2021 | $3,950,000 | -72.2% | 55,557 | -74.1% | 1.49% | -75.2% |
| Q3 2021 | $14,199,000 | – | 214,385 | – | 6.00% | – |
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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% |