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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,366 | -18.7% | 4,615 | -11.4% | 0.02% | -16.7% |
| Q2 2023 | $358,437 | -47.4% | 5,211 | -51.0% | 0.02% | -50.0% |
| Q1 2023 | $681,859 | +128.5% | 10,631 | +130.6% | 0.04% | +80.0% |
| Q4 2022 | $298,398 | +0.5% | 4,611 | +0.1% | 0.02% | -9.1% |
| Q3 2022 | $297,000 | +9.2% | 4,605 | +2.5% | 0.02% | 0.0% |
| Q2 2022 | $272,000 | -13.1% | 4,491 | -8.3% | 0.02% | -12.0% |
| Q1 2022 | $313,000 | +627.9% | 4,895 | +649.6% | 0.02% | +525.0% |
| Q3 2021 | $43,000 | +4.9% | 653 | +8.5% | 0.00% | 0.0% |
| Q2 2021 | $41,000 | +215.4% | 602 | +199.5% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +550.0% | 201 | +318.8% | 0.00% | – |
| Q2 2020 | $2,000 | – | 48 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |