SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 242 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,261 | -14.0% | 3,554 | -10.4% | 0.02% | -16.7% |
| Q1 2024 | $301,402 | -4.8% | 3,966 | -8.1% | 0.02% | -11.1% |
| Q4 2023 | $316,660 | -49.4% | 4,315 | -55.3% | 0.03% | -54.2% |
| Q3 2023 | $625,796 | -6.7% | 9,650 | -1.0% | 0.06% | -1.7% |
| Q2 2023 | $670,672 | -3.0% | 9,751 | -6.8% | 0.06% | -11.8% |
| Q1 2023 | $691,605 | +9.6% | 10,466 | -4.1% | 0.07% | -2.9% |
| Q3 2022 | $631,000 | -4.1% | 10,908 | +0.2% | 0.07% | -4.1% |
| Q2 2022 | $658,000 | -14.2% | 10,884 | -0.1% | 0.07% | -2.7% |
| Q1 2022 | $767,000 | -5.7% | 10,892 | -4.7% | 0.08% | -3.8% |
| Q4 2021 | $813,000 | +3.7% | 11,429 | -3.5% | 0.08% | -6.0% |
| Q3 2021 | $784,000 | +19.1% | 11,838 | +21.4% | 0.08% | +20.3% |
| Q2 2021 | $658,000 | +9.1% | 9,752 | +5.7% | 0.07% | -2.8% |
| Q1 2021 | $603,000 | +16.6% | 9,222 | -0.9% | 0.07% | +9.2% |
| Q4 2020 | $517,000 | +52.1% | 9,310 | -72.5% | 0.06% | +1525.0% |
| Q3 2018 | $340,000 | – | 33,854 | – | 0.00% | – |
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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% |