SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $640,317 | -89.5% | 9,872 | -88.9% | 0.11% | -89.7% |
| Q2 2023 | $6,115,014 | +8.0% | 88,907 | +1.6% | 1.04% | -7.0% |
| Q4 2022 | $5,663,838 | +1164.2% | 87,513 | +1028.2% | 1.12% | +1128.6% |
| Q3 2022 | $448,000 | +12.8% | 7,757 | +18.3% | 0.09% | +15.2% |
| Q2 2022 | $397,000 | -0.8% | 6,556 | +15.2% | 0.08% | +16.2% |
| Q1 2022 | $400,000 | +9.9% | 5,690 | +11.1% | 0.07% | +13.3% |
| Q4 2021 | $364,000 | +35.8% | 5,120 | +26.4% | 0.06% | +25.0% |
| Q3 2021 | $268,000 | +8.1% | 4,050 | +10.1% | 0.05% | +6.7% |
| Q2 2021 | $248,000 | +12.2% | 3,680 | +8.9% | 0.04% | +4.7% |
| Q1 2021 | $221,000 | – | 3,380 | – | 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% |