SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 328 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $430,839,249 | +8.2% | 5,906,762 | +12.8% | 1.02% | -0.6% |
| Q1 2024 | $398,029,332 | +20.1% | 5,237,228 | +16.0% | 1.03% | +7.0% |
| Q4 2023 | $331,339,880 | +27.9% | 4,515,398 | +13.0% | 0.96% | +12.9% |
| Q3 2023 | $259,109,809 | +19.1% | 3,994,909 | +26.3% | 0.85% | -63.7% |
| Q2 2023 | $217,578,473 | +68.8% | 3,163,397 | +62.2% | 2.35% | +56.3% |
| Q1 2023 | $128,897,432 | – | 1,950,627 | – | 1.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 151,241 | $11,031,504 | 8.36% |
| First Pacific Financial | 359,076 | $26,191,000 | 6.73% |
| Private Wealth Management Group, LLC | 143,793 | $10,488,262 | 4.54% |
| Lutz Financial Services LLC | 676,075 | $49,312,942 | 4.30% |
| BALANCED WEALTH GROUP LLC | 247,887 | $9,244,730 | 4.20% |
| NorthRock Partners, LLC | 538,705 | $39,293,108 | 3.52% |
| FAS Wealth Partners, Inc. | 555,667 | $40,530,321 | 3.50% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 356,080 | $25,972,475 | 2.81% |
| ERn Financial, LLC | 432,994 | $31,582,570 | 2.62% |
| CAPITAL WEALTH MANAGEMENT, LLC | 69,678 | $5,082,313 | 2.33% |