SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,601,525 | -12.4% | 25,043 | -5.8% | 0.58% | -10.8% |
| Q2 2023 | $1,828,956 | +5.2% | 26,591 | +0.8% | 0.65% | +5.5% |
| Q1 2023 | $1,739,193 | +0.4% | 26,391 | -1.4% | 0.62% | -7.2% |
| Q4 2022 | $1,731,932 | +13.1% | 26,760 | +1.1% | 0.66% | +2.3% |
| Q3 2022 | $1,531,000 | -4.7% | 26,473 | -0.3% | 0.65% | +0.6% |
| Q2 2022 | $1,607,000 | -13.4% | 26,554 | +1.2% | 0.65% | -4.3% |
| Q1 2022 | $1,855,000 | -1.7% | 26,242 | -1.1% | 0.68% | -1.0% |
| Q4 2021 | $1,887,000 | +3.2% | 26,539 | -1.9% | 0.68% | -7.1% |
| Q3 2021 | $1,829,000 | +0.6% | 27,050 | +1.5% | 0.73% | -5.0% |
| Q2 2021 | $1,818,000 | +4.5% | 26,655 | +1.4% | 0.77% | -14.7% |
| Q1 2021 | $1,740,000 | +19.5% | 26,288 | +0.2% | 0.91% | +4.1% |
| Q4 2020 | $1,456,000 | +23.6% | 26,227 | -3.4% | 0.87% | -1.1% |
| Q3 2020 | $1,178,000 | -6.6% | 27,142 | -8.2% | 0.88% | -11.2% |
| Q2 2020 | $1,261,000 | +18.9% | 29,580 | -1.7% | 0.99% | -9.7% |
| Q1 2020 | $1,061,000 | -36.0% | 30,078 | -0.6% | 1.10% | -13.1% |
| Q4 2019 | $1,657,000 | +9.7% | 30,246 | +2.8% | 1.26% | +1.2% |
| Q3 2019 | $1,510,000 | -0.7% | 29,418 | -0.5% | 1.25% | -3.1% |
| Q2 2019 | $1,520,000 | +5.8% | 29,580 | +5.8% | 1.29% | -1.5% |
| Q1 2019 | $1,437,000 | +26.8% | 27,956 | +9.5% | 1.31% | +4.5% |
| Q4 2018 | $1,133,000 | – | 25,538 | – | 1.25% | – |
Download | ||||||
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% |