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 | $4,810,985 | -8.0% | 74,175 | -2.4% | 1.19% | -4.3% |
| Q2 2023 | $5,227,638 | +3.0% | 76,005 | -1.0% | 1.24% | -2.9% |
| Q1 2023 | $5,074,311 | +0.3% | 76,790 | -1.8% | 1.28% | -3.3% |
| Q4 2022 | $5,060,510 | +12.8% | 78,191 | +0.8% | 1.32% | +4.6% |
| Q3 2022 | $4,487,000 | -3.7% | 77,598 | +0.7% | 1.26% | -0.2% |
| Q2 2022 | $4,661,000 | -12.3% | 77,042 | +2.0% | 1.26% | -3.4% |
| Q1 2022 | $5,316,000 | +1.5% | 75,538 | +2.5% | 1.31% | +4.5% |
| Q4 2021 | $5,240,000 | -4.4% | 73,699 | -10.9% | 1.25% | -10.8% |
| Q3 2021 | $5,480,000 | +0.5% | 82,746 | +2.5% | 1.40% | -3.0% |
| Q2 2021 | $5,451,000 | +0.9% | 80,725 | -2.3% | 1.45% | -2.1% |
| Q1 2021 | $5,405,000 | +14.7% | 82,608 | -2.7% | 1.48% | +14.4% |
| Q4 2020 | $4,713,000 | +143.4% | 84,915 | +90.4% | 1.29% | +120.9% |
| Q3 2020 | $1,936,000 | +3296.5% | 44,600 | +3213.5% | 0.58% | +2825.0% |
| Q2 2020 | $57,000 | -87.4% | 1,346 | -89.5% | 0.02% | -89.5% |
| Q1 2020 | $451,000 | -39.4% | 12,802 | -5.8% | 0.19% | -53.3% |
| Q4 2019 | $744,000 | +6.7% | 13,595 | +0.2% | 0.41% | -0.2% |
| Q3 2019 | $697,000 | -3.9% | 13,567 | -3.8% | 0.41% | -6.8% |
| Q2 2019 | $725,000 | -28.6% | 14,107 | -30.1% | 0.44% | -29.8% |
| Q1 2019 | $1,016,000 | +11.8% | 20,172 | -1.6% | 0.62% | -6.7% |
| Q4 2018 | $909,000 | – | 20,490 | – | 0.67% | – |
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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% |