SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 236 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $305,068 | -6.6% | 4,182 | -2.7% | 0.15% | -11.2% |
| Q1 2024 | $326,491 | +3.8% | 4,296 | +0.2% | 0.17% | -8.6% |
| Q4 2023 | $314,505 | +13.4% | 4,286 | +0.3% | 0.19% | +1.1% |
| Q3 2023 | $277,296 | -5.4% | 4,275 | +0.3% | 0.18% | -8.0% |
| Q2 2023 | $293,252 | +4.1% | 4,264 | 0.0% | 0.20% | -3.8% |
| Q1 2023 | $281,754 | +2.5% | 4,264 | +0.2% | 0.21% | -1.4% |
| Q4 2022 | $275,000 | +4.6% | 4,254 | -6.4% | 0.21% | -2.3% |
| Q3 2022 | $263,000 | +2.7% | 4,545 | +7.5% | 0.22% | +6.9% |
| Q2 2022 | $256,000 | -13.5% | 4,226 | +0.4% | 0.20% | -1.0% |
| Q1 2022 | $296,000 | +8.4% | 4,211 | +9.8% | 0.20% | +17.9% |
| Q4 2021 | $273,000 | +7.9% | 3,834 | +0.4% | 0.17% | -2.3% |
| Q3 2021 | $253,000 | -1.9% | 3,819 | -0.1% | 0.18% | -0.6% |
| Q2 2021 | $258,000 | +2.8% | 3,822 | -0.5% | 0.18% | -1.1% |
| Q1 2021 | $251,000 | +17.8% | 3,840 | 0.0% | 0.18% | +7.1% |
| Q4 2020 | $213,000 | -1.4% | 3,840 | -4.0% | 0.17% | -7.7% |
| Q4 2019 | $216,000 | +2.4% | 3,998 | +0.5% | 0.18% | +0.6% |
| Q3 2019 | $211,000 | -32.2% | 3,977 | -32.7% | 0.18% | -35.6% |
| Q1 2019 | $311,000 | +16.9% | 5,911 | +3.9% | 0.28% | +2.9% |
| Q4 2018 | $266,000 | -16.1% | 5,690 | -10.8% | 0.27% | -12.8% |
| Q3 2018 | $317,000 | +20.5% | 6,379 | +26.3% | 0.31% | +39.7% |
| Q2 2018 | $263,000 | +9.6% | 5,049 | +112.1% | 0.22% | +7.7% |
| Q1 2018 | $240,000 | -8.4% | 2,380 | -5.7% | 0.21% | -13.0% |
| Q4 2017 | $262,000 | – | 2,523 | – | 0.24% | – |
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% |