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 | $206,125 | -59.7% | 3,178 | -57.3% | 0.00% | -66.7% |
| Q2 2023 | $511,916 | +3.7% | 7,442 | -0.4% | 0.01% | -7.7% |
| Q1 2023 | $493,669 | -35.8% | 7,470 | -37.2% | 0.01% | -31.6% |
| Q4 2022 | $769,262 | +37.1% | 11,886 | +22.5% | 0.02% | +18.8% |
| Q3 2022 | $561,000 | -9.4% | 9,701 | -5.1% | 0.02% | 0.0% |
| Q2 2022 | $619,000 | -28.4% | 10,226 | -16.7% | 0.02% | -15.8% |
| Q1 2022 | $864,000 | -2.0% | 12,272 | -1.0% | 0.02% | -5.0% |
| Q4 2021 | $882,000 | +106.6% | 12,400 | +92.3% | 0.02% | +81.8% |
| Q3 2021 | $427,000 | +40.0% | 6,449 | +42.6% | 0.01% | +37.5% |
| Q2 2021 | $305,000 | +797.1% | 4,523 | +622.5% | 0.01% | +300.0% |
| Q3 2018 | $34,000 | -86.6% | 626 | -75.5% | 0.00% | -81.8% |
| Q1 2018 | $254,000 | +693.8% | 2,553 | +715.7% | 0.01% | +1000.0% |
| Q4 2017 | $32,000 | -88.2% | 313 | -90.0% | 0.00% | -94.4% |
| Q3 2016 | $271,000 | – | 3,138 | – | 0.02% | – |
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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% |