SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,327,053 | -3.7% | 729,680 | +2.1% | 0.86% | -3.5% |
| Q2 2023 | $49,168,412 | +15.5% | 714,864 | +10.9% | 0.90% | -4.6% |
| Q1 2023 | $42,580,649 | +5.6% | 644,381 | +3.4% | 0.94% | -6.0% |
| Q4 2022 | $40,326,585 | +13.4% | 623,093 | +1.3% | 1.00% | -2.0% |
| Q3 2022 | $35,577,000 | +2.3% | 615,311 | +7.0% | 1.02% | +3.1% |
| Q2 2022 | $34,779,000 | -10.4% | 574,871 | +4.2% | 0.99% | -0.3% |
| Q1 2022 | $38,817,000 | -2.2% | 551,505 | -1.2% | 0.99% | -0.6% |
| Q4 2021 | $39,706,000 | +13.4% | 558,463 | +5.6% | 1.00% | -1.3% |
| Q3 2021 | $35,009,000 | +6.5% | 528,602 | +7.5% | 1.01% | -5.1% |
| Q2 2021 | $32,873,000 | +6.4% | 491,805 | +4.1% | 1.06% | -11.6% |
| Q1 2021 | $30,905,000 | -9.7% | 472,321 | -23.4% | 1.20% | -21.0% |
| Q4 2020 | $34,224,000 | +25.7% | 616,634 | +3.1% | 1.52% | -4.1% |
| Q3 2020 | $27,227,000 | +11.7% | 598,256 | +2.5% | 1.59% | -4.2% |
| Q2 2020 | $24,375,000 | +1.2% | 583,851 | -6.0% | 1.66% | -14.9% |
| Q1 2020 | $24,097,000 | -10.7% | 621,200 | +26.1% | 1.95% | -11.1% |
| Q4 2019 | $26,993,000 | +4.8% | 492,774 | +2.2% | 2.19% | +2.9% |
| Q3 2019 | $25,746,000 | +12.7% | 482,137 | +5.9% | 2.13% | -2.1% |
| Q2 2019 | $22,849,000 | -7.6% | 455,252 | -7.2% | 2.18% | +14.1% |
| Q1 2019 | $24,726,000 | +3.3% | 490,831 | +3.0% | 1.91% | -38.8% |
| Q4 2018 | $23,932,000 | – | 476,552 | – | 3.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 307,141 | $18,582,000 | 8.73% |
| NorthRock Partners, LLC | 765,544 | $46,315,000 | 4.81% |
| Retirement Group, LLC | 188,619 | $11,411,000 | 4.73% |
| FAS Wealth Partners, Inc. | 666,439 | $40,320,000 | 4.24% |
| Lutz Financial Services LLC | 490,173 | $29,655,000 | 3.93% |
| Clarus Wealth Advisors | 80,670 | $4,908,000 | 3.46% |
| Scarborough Advisors, LLC | 156,433 | $9,464,000 | 3.23% |
| KWB Wealth | 245,635 | $14,861,000 | 2.86% |
| ARQ WEALTH ADVISORS, LLC | 60,027 | $3,632,000 | 2.60% |
| ERn Financial, LLC | 172,108 | $10,413,000 | 2.54% |