SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65 | -5.8% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $69 | +4.5% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $66 | +1.5% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $65 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | -66.7% | 0.00% | – |
| Q3 2021 | $0 | – | 3 | -57.1% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 7 | -12.5% | 0.00% | -100.0% |
| Q1 2021 | $1,000 | 0.0% | 8 | -65.2% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 23 | +9.5% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | -66.7% | 21 | -64.4% | 0.00% | -66.7% |
| Q2 2020 | $3,000 | -99.7% | 59 | -99.8% | 0.00% | -99.7% |
| Q1 2020 | $981,000 | -37.0% | 27,831 | -2.1% | 1.20% | -13.7% |
| Q4 2019 | $1,557,000 | – | 28,426 | – | 1.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |