SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $353,613 | -4.0% | 4,848 | 0.0% | 0.04% | -7.9% |
| Q1 2024 | $368,448 | +3.6% | 4,848 | 0.0% | 0.04% | -7.3% |
| Q4 2023 | $355,746 | +13.1% | 4,848 | 0.0% | 0.04% | -2.4% |
| Q3 2023 | $314,441 | -5.7% | 4,848 | 0.0% | 0.04% | -2.3% |
| Q2 2023 | $333,445 | +1.9% | 4,848 | -2.1% | 0.04% | -8.5% |
| Q1 2023 | $327,330 | +2.1% | 4,954 | +0.0% | 0.05% | -11.3% |
| Q4 2022 | $320,568 | +12.1% | 4,953 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $286,000 | -4.7% | 4,953 | -0.1% | 0.06% | -1.8% |
| Q2 2022 | $300,000 | -14.0% | 4,960 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $349,000 | -1.1% | 4,960 | +0.0% | 0.06% | +1.8% |
| Q4 2021 | $353,000 | +7.6% | 4,959 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $328,000 | -2.1% | 4,959 | +0.0% | 0.06% | -5.1% |
| Q2 2021 | $335,000 | +3.4% | 4,958 | 0.0% | 0.06% | -6.3% |
| Q1 2021 | $324,000 | -2.7% | 4,958 | -17.7% | 0.06% | -10.0% |
| Q4 2020 | $333,000 | +22.9% | 6,022 | -3.6% | 0.07% | +4.5% |
| Q3 2020 | $271,000 | -1.5% | 6,246 | -3.3% | 0.07% | -11.8% |
| Q2 2020 | $275,000 | -86.1% | 6,460 | -88.5% | 0.08% | -88.2% |
| Q1 2020 | $1,977,000 | – | 56,065 | – | 0.64% | – |
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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% |