SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 305 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $954,639 | +4.8% | 13,088 | +9.2% | 0.11% | +37.2% |
| Q1 2024 | $910,860 | +35.4% | 11,985 | +15.6% | 0.08% | +11.4% |
| Q4 2023 | $672,728 | 0.0% | 10,372 | 0.0% | 0.07% | 0.0% |
| Q3 2023 | $672,728 | +2.6% | 10,372 | +8.8% | 0.07% | 0.0% |
| Q2 2023 | $655,611 | +4.1% | 9,532 | -0.0% | 0.07% | -6.7% |
| Q1 2023 | $630,073 | +3.7% | 9,535 | +1.6% | 0.08% | -2.6% |
| Q4 2022 | $607,591 | +55.8% | 9,388 | +39.1% | 0.08% | +32.8% |
| Q3 2022 | $390,000 | +2.6% | 6,748 | +7.5% | 0.06% | -1.7% |
| Q2 2022 | $380,000 | -7.1% | 6,280 | +8.0% | 0.06% | 0.0% |
| Q1 2022 | $409,000 | +46.1% | 5,813 | +47.4% | 0.06% | +47.5% |
| Q4 2021 | $280,000 | +18.1% | 3,944 | +10.4% | 0.04% | +8.1% |
| Q3 2021 | $237,000 | +207.8% | 3,573 | +63.9% | 0.04% | +85.0% |
| Q1 2020 | $77,000 | -19.8% | 2,180 | +24.6% | 0.02% | +5.3% |
| Q4 2019 | $96,000 | +88.2% | 1,750 | +76.6% | 0.02% | +90.0% |
| Q3 2019 | $51,000 | – | 991 | – | 0.01% | – |
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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% |