SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $230,894 | -10.0% | 3,357 | -13.6% | 0.12% | -19.9% |
| Q1 2023 | $256,655 | -88.0% | 3,884 | -88.2% | 0.16% | -89.8% |
| Q4 2022 | $2,131,641 | -7.8% | 32,936 | -17.6% | 1.52% | -24.0% |
| Q3 2022 | $2,312,000 | +0.2% | 39,982 | +4.8% | 2.00% | +6.3% |
| Q2 2022 | $2,308,000 | +380.8% | 38,154 | +459.1% | 1.88% | +636.3% |
| Q1 2022 | $480,000 | -68.9% | 6,824 | -57.4% | 0.26% | -73.2% |
| Q1 2017 | $1,544,000 | +81.2% | 16,031 | +76.6% | 0.96% | +83.3% |
| Q4 2016 | $852,000 | – | 9,078 | – | 0.52% | – |
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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% |