SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 305 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,233 | -94.9% | 34,507 | +5334.2% | 0.14% | +7150.0% |
| Q1 2021 | $44,000 | +214.3% | 635 | +154.0% | 0.00% | +100.0% |
| Q4 2020 | $14,000 | +27.3% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | -15.4% | 250 | -34.6% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -89.7% | 382 | -83.4% | 0.00% | -90.0% |
| Q4 2019 | $126,000 | -56.7% | 2,302 | -59.5% | 0.01% | -58.3% |
| Q3 2019 | $291,000 | – | 5,680 | – | 0.02% | – |
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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% |