SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 299 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $83,448 | -3.0% | 1,098 | -6.3% | 0.00% | – |
| Q4 2023 | $86,001 | -7.5% | 1,172 | -16.7% | 0.00% | – |
| Q1 2023 | $92,975 | +19.2% | 1,407 | +4.8% | 0.00% | – |
| Q3 2022 | $78,000 | -27.1% | 1,343 | -11.6% | 0.00% | -100.0% |
| Q1 2022 | $107,000 | -6.1% | 1,520 | -5.4% | 0.00% | 0.0% |
| Q4 2021 | $114,000 | +375.0% | 1,607 | +347.6% | 0.00% | – |
| Q3 2021 | $24,000 | -41.5% | 359 | -40.2% | 0.00% | – |
| Q2 2021 | $41,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |