SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 305 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $757,892 | +2.7% | 9,972 | -0.8% | 0.11% | -14.1% |
| Q4 2023 | $737,751 | +15.2% | 10,054 | +1.8% | 0.13% | +19.6% |
| 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 ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |