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 | $12,527,913 | -7.4% | 193,153 | -1.8% | 2.72% | -4.1% |
| Q2 2023 | $13,535,200 | +7.8% | 196,790 | +3.5% | 2.83% | +2.6% |
| Q1 2023 | $12,559,115 | +1.6% | 190,059 | -0.5% | 2.76% | -2.0% |
| Q4 2022 | $12,359,263 | +13.0% | 190,965 | +1.0% | 2.82% | +0.7% |
| Q3 2022 | $10,937,000 | +5.0% | 189,160 | +9.9% | 2.80% | +10.2% |
| Q2 2022 | $10,413,000 | -7.0% | 172,108 | +8.2% | 2.54% | +2.5% |
| Q1 2022 | $11,197,000 | +11.1% | 159,099 | +12.2% | 2.48% | +10.2% |
| Q4 2021 | $10,078,000 | +5.1% | 141,746 | -2.1% | 2.25% | -8.5% |
| Q3 2021 | $9,585,000 | +1.0% | 144,717 | +2.9% | 2.46% | -27.0% |
| Q2 2021 | $9,494,000 | +5.0% | 140,615 | +1.7% | 3.36% | -3.8% |
| Q1 2021 | $9,046,000 | +18.4% | 138,258 | +0.4% | 3.50% | +11.3% |
| Q4 2020 | $7,641,000 | +37.4% | 137,676 | +7.4% | 3.14% | +20.8% |
| Q3 2020 | $5,563,000 | +6.9% | 128,200 | +5.0% | 2.60% | -1.3% |
| Q2 2020 | $5,205,000 | +15.7% | 122,090 | -4.3% | 2.64% | -10.9% |
| Q1 2020 | $4,499,000 | +30.0% | 127,597 | +102.0% | 2.96% | +47.1% |
| Q4 2019 | $3,461,000 | +11.2% | 63,173 | +4.2% | 2.01% | -9.5% |
| Q3 2019 | $3,113,000 | +1.5% | 60,649 | +1.6% | 2.22% | -3.8% |
| Q2 2019 | $3,066,000 | -2.1% | 59,686 | +0.1% | 2.31% | +22.4% |
| Q1 2019 | $3,131,000 | +33.0% | 59,646 | +12.3% | 1.89% | -10.7% |
| Q4 2018 | $2,355,000 | – | 53,092 | – | 2.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |