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 | $360,851 | -13.7% | 4,947 | -10.0% | 0.10% | -10.4% |
Q1 2024 | $417,942 | +15.7% | 5,499 | +11.7% | 0.11% | +2.9% |
Q4 2023 | $361,193 | +3.7% | 4,922 | -8.3% | 0.10% | -3.7% |
Q3 2023 | $348,313 | -5.7% | 5,370 | 0.0% | 0.11% | -3.6% |
Q2 2023 | $369,364 | +6.4% | 5,370 | +2.2% | 0.11% | +2.8% |
Q1 2023 | $347,266 | +2.1% | 5,255 | 0.0% | 0.11% | -5.3% |
Q4 2022 | $340,119 | +11.9% | 5,255 | 0.0% | 0.11% | -6.6% |
Q3 2022 | $304,000 | -4.4% | 5,255 | 0.0% | 0.12% | +9.9% |
Q2 2022 | $318,000 | -14.1% | 5,255 | 0.0% | 0.11% | 0.0% |
Q1 2022 | $370,000 | -0.3% | 5,255 | +0.8% | 0.11% | -8.3% |
Q4 2021 | $371,000 | +0.8% | 5,211 | -6.1% | 0.12% | +3.4% |
Q3 2021 | $368,000 | -3.2% | 5,549 | -1.4% | 0.12% | -14.6% |
Q2 2021 | $380,000 | +1.3% | 5,629 | -1.7% | 0.14% | -0.7% |
Q1 2021 | $375,000 | +15.4% | 5,729 | -2.1% | 0.14% | +23.2% |
Q4 2020 | $325,000 | +20.8% | 5,853 | -5.6% | 0.11% | +10.9% |
Q3 2020 | $269,000 | -4.9% | 6,201 | -6.6% | 0.10% | -12.2% |
Q2 2020 | $283,000 | +17.4% | 6,636 | -2.9% | 0.12% | +6.5% |
Q1 2020 | $241,000 | -40.6% | 6,836 | -7.8% | 0.11% | -31.6% |
Q4 2019 | $406,000 | +2.8% | 7,416 | -3.6% | 0.16% | -3.1% |
Q3 2019 | $395,000 | -14.7% | 7,693 | -14.7% | 0.16% | -19.7% |
Q2 2019 | $463,000 | +0.4% | 9,015 | -1.5% | 0.20% | -2.4% |
Q1 2019 | $461,000 | -53.9% | 9,148 | -59.5% | 0.21% | -56.0% |
Q4 2018 | $1,001,000 | +101.4% | 22,560 | +143.8% | 0.47% | +109.3% |
Q3 2018 | $497,000 | +6.9% | 9,253 | +3.5% | 0.23% | +1.3% |
Q2 2018 | $465,000 | +3.8% | 8,936 | +98.4% | 0.22% | -2.2% |
Q1 2018 | $448,000 | -3.0% | 4,503 | +0.2% | 0.23% | -20.6% |
Q4 2017 | $462,000 | +1.3% | 4,493 | -2.4% | 0.29% | -4.0% |
Q3 2017 | $456,000 | -3.0% | 4,605 | -5.7% | 0.30% | -8.0% |
Q2 2017 | $470,000 | +7.8% | 4,885 | +7.9% | 0.32% | +3.5% |
Q1 2017 | $436,000 | -3.3% | 4,526 | -5.8% | 0.31% | -22.1% |
Q4 2016 | $451,000 | +10.8% | 4,804 | +1.9% | 0.40% | -7.4% |
Q3 2016 | $407,000 | +4.4% | 4,714 | -0.2% | 0.44% | +0.5% |
Q2 2016 | $390,000 | -12.4% | 4,722 | -14.8% | 0.43% | +6.7% |
Q1 2016 | $445,000 | -70.5% | 5,541 | -72.1% | 0.41% | -66.3% |
Q4 2015 | $1,507,000 | +6.9% | 19,840 | +7.8% | 1.20% | -31.4% |
Q3 2015 | $1,410,000 | -0.6% | 18,405 | +11.5% | 1.75% | +13.6% |
Q2 2015 | $1,419,000 | +17.2% | 16,505 | +18.5% | 1.54% | +25.2% |
Q1 2015 | $1,211,000 | +1.9% | 13,925 | 0.0% | 1.23% | -2.3% |
Q4 2014 | $1,188,000 | – | 13,925 | – | 1.26% | – |
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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% |