SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,487 | -16.2% | 8,994 | -7.9% | 0.01% | -7.7% |
| Q2 2023 | $667,625 | -9.0% | 9,761 | -12.5% | 0.01% | -7.1% |
| Q1 2023 | $733,723 | +22.1% | 11,158 | +24.5% | 0.01% | +16.7% |
| Q4 2022 | $600,734 | +18.7% | 8,964 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $506,000 | +10.7% | 8,579 | +15.2% | 0.01% | +20.0% |
| Q2 2022 | $457,000 | +66.2% | 7,445 | +84.6% | 0.01% | +100.0% |
| Q1 2022 | $275,000 | -53.2% | 4,033 | -50.8% | 0.01% | -50.0% |
| Q4 2021 | $588,000 | +10.7% | 8,197 | +5.0% | 0.01% | 0.0% |
| Q3 2021 | $531,000 | +11.3% | 7,805 | +9.3% | 0.01% | +11.1% |
| Q2 2021 | $477,000 | – | 7,138 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |