SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 236 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,365,964 | -4.2% | 18,727 | -0.2% | 0.04% | -11.6% |
| Q1 2024 | $1,426,437 | -6.9% | 18,768 | -10.1% | 0.04% | -20.4% |
| Q4 2023 | $1,532,161 | +26.6% | 20,879 | +11.8% | 0.05% | +8.0% |
| Q3 2023 | $1,210,675 | -4.4% | 18,670 | +1.4% | 0.05% | -5.7% |
| Q2 2023 | $1,265,820 | +6.5% | 18,408 | +2.4% | 0.05% | -3.6% |
| Q1 2023 | $1,188,039 | -0.3% | 17,976 | -2.4% | 0.06% | -9.8% |
| Q4 2022 | $1,191,568 | +169.6% | 18,413 | +141.2% | 0.06% | +144.0% |
| Q3 2022 | $442,000 | -3.9% | 7,633 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $460,000 | -14.2% | 7,599 | +0.6% | 0.02% | -19.4% |
| Q1 2022 | $536,000 | -12.3% | 7,555 | -15.7% | 0.03% | -18.4% |
| Q4 2021 | $611,000 | +25.5% | 8,967 | +21.9% | 0.04% | +11.8% |
| Q3 2021 | $487,000 | +0.2% | 7,355 | -0.0% | 0.03% | -5.6% |
| Q2 2021 | $486,000 | +0.8% | 7,358 | 0.0% | 0.04% | -21.7% |
| Q1 2021 | $482,000 | +18.4% | 7,358 | +0.4% | 0.05% | +9.5% |
| Q4 2020 | $407,000 | +74.7% | 7,332 | +36.8% | 0.04% | +44.8% |
| Q3 2020 | $233,000 | +2.2% | 5,359 | +0.3% | 0.03% | -21.6% |
| Q2 2020 | $228,000 | – | 5,341 | – | 0.04% | – |
Download | ||||||
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% |