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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,630,875 | +714.3% | 133,069 | +763.5% | 0.44% | +696.4% |
| Q2 2023 | $1,059,902 | +6.5% | 15,410 | +2.3% | 0.06% | -3.5% |
| Q1 2023 | $995,166 | -96.8% | 15,060 | -96.8% | 0.06% | -97.0% |
| Q4 2022 | $30,634,661 | +2547.8% | 473,341 | +2264.8% | 1.92% | +2087.5% |
| Q3 2022 | $1,157,000 | +44.8% | 20,016 | +51.5% | 0.09% | +25.7% |
| Q2 2022 | $799,000 | -96.8% | 13,208 | -96.3% | 0.07% | -96.3% |
| Q1 2022 | $25,037,000 | +503.6% | 355,735 | +509.8% | 1.90% | +520.3% |
| Q4 2021 | $4,148,000 | -65.6% | 58,336 | -67.9% | 0.31% | -68.8% |
| Q3 2021 | $12,047,000 | -16.4% | 181,891 | -14.8% | 0.98% | +7.3% |
| Q2 2021 | $14,408,000 | +6.1% | 213,383 | +2.8% | 0.91% | -6.4% |
| Q1 2021 | $13,582,000 | +1832.0% | 207,584 | +1538.0% | 0.98% | +1584.5% |
| Q4 2020 | $703,000 | +38.9% | 12,673 | +8.8% | 0.06% | +13.7% |
| Q3 2020 | $506,000 | +68.1% | 11,651 | +64.8% | 0.05% | +24.4% |
| Q2 2020 | $301,000 | – | 7,071 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |