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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $49,527 | -61.0% | 750 | -61.8% | 0.00% | -62.5% |
| Q4 2022 | $127,029 | -77.9% | 1,963 | -75.9% | 0.01% | -77.1% |
| Q1 2022 | $574,000 | -24.6% | 8,155 | -41.3% | 0.04% | -63.9% |
| Q4 2019 | $761,000 | +1.6% | 13,892 | -4.8% | 0.10% | -19.8% |
| Q3 2019 | $749,000 | +1.1% | 14,589 | +1.1% | 0.12% | -17.1% |
| Q2 2019 | $741,000 | +38.2% | 14,425 | +19.4% | 0.15% | +7.4% |
| Q4 2018 | $536,000 | -16.2% | 12,083 | +1.4% | 0.14% | +34.7% |
| Q3 2018 | $640,000 | – | 11,916 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |