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 | $463,205 | -7.6% | 7,142 | -2.0% | 0.03% | -5.9% |
| Q2 2023 | $501,280 | -53.1% | 7,288 | -55.0% | 0.03% | -55.8% |
| Q1 2023 | $1,069,258 | -59.9% | 16,181 | -60.7% | 0.08% | -62.8% |
| Q4 2022 | $2,666,563 | +21.0% | 41,202 | +8.1% | 0.21% | +13.1% |
| Q3 2022 | $2,203,000 | -1.5% | 38,104 | +3.0% | 0.18% | -2.1% |
| Q2 2022 | $2,237,000 | +159.2% | 36,980 | +201.6% | 0.19% | +175.0% |
| Q1 2022 | $863,000 | +255.1% | 12,263 | +237.5% | 0.07% | +172.0% |
| Q1 2021 | $243,000 | -71.9% | 3,634 | -76.6% | 0.02% | -75.7% |
| Q4 2020 | $864,000 | – | 15,563 | – | 0.10% | – |
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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% |