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 | $37,847,571 | +6.9% | 550,270 | +2.7% | 0.14% | +4.6% |
| Q1 2023 | $35,395,752 | +16.9% | 535,650 | +14.5% | 0.13% | +10.1% |
| Q4 2022 | $30,274,010 | +27.9% | 467,769 | +14.3% | 0.12% | +16.7% |
| Q3 2022 | $23,672,000 | +6.1% | 409,410 | +11.0% | 0.10% | +15.9% |
| Q2 2022 | $22,305,000 | -8.6% | 368,675 | +6.3% | 0.09% | +3.5% |
| Q1 2022 | $24,407,000 | +4.4% | 346,791 | +5.4% | 0.08% | +10.4% |
| Q4 2021 | $23,383,000 | +8.1% | 328,880 | +0.7% | 0.08% | +2.7% |
| Q3 2021 | $21,635,000 | -1.7% | 326,673 | +0.2% | 0.08% | 0.0% |
| Q2 2021 | $22,012,000 | -1.7% | 326,011 | -4.8% | 0.08% | -6.2% |
| Q1 2021 | $22,397,000 | +18.5% | 342,302 | +0.5% | 0.08% | +12.7% |
| Q4 2020 | $18,906,000 | +22.8% | 340,639 | -4.0% | 0.07% | +2.9% |
| Q3 2020 | $15,394,000 | -1.0% | 354,801 | -2.7% | 0.07% | -6.8% |
| Q2 2020 | $15,552,000 | – | 364,818 | – | 0.07% | – |
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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% |