SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $712,357 | -2.7% | 10,983 | +3.2% | 0.02% | -12.0% |
Q2 2023 | $732,301 | +4.1% | 10,647 | +0.0% | 0.02% | -10.7% |
Q1 2023 | $703,507 | +2.1% | 10,646 | 0.0% | 0.03% | -20.0% |
Q4 2022 | $689,015 | +11.9% | 10,646 | 0.0% | 0.04% | -2.8% |
Q3 2022 | $616,000 | -4.3% | 10,646 | 0.0% | 0.04% | -2.7% |
Q2 2022 | $644,000 | -14.0% | 10,646 | +0.0% | 0.04% | 0.0% |
Q1 2022 | $749,000 | – | 10,645 | – | 0.04% | – |
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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% |