SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,102 | -19.9% | 2,982 | -24.6% | 0.04% | -27.3% |
| Q4 2022 | $255,968 | -7.3% | 3,955 | -17.2% | 0.06% | -14.1% |
| Q3 2022 | $276,000 | -4.5% | 4,778 | 0.0% | 0.06% | +8.5% |
| Q2 2022 | $289,000 | -20.6% | 4,778 | -7.6% | 0.06% | -3.3% |
| Q1 2022 | $364,000 | -30.8% | 5,173 | -30.0% | 0.06% | -27.4% |
| Q4 2021 | $526,000 | -25.2% | 7,394 | -30.3% | 0.08% | -53.3% |
| Q3 2021 | $703,000 | -20.5% | 10,613 | -18.9% | 0.18% | -21.1% |
| Q2 2021 | $884,000 | -8.8% | 13,092 | -11.6% | 0.23% | -31.1% |
| Q1 2021 | $969,000 | -38.5% | 14,810 | -47.8% | 0.33% | -0.3% |
| Q4 2020 | $1,576,000 | -13.7% | 28,394 | -32.6% | 0.33% | -59.1% |
| Q3 2020 | $1,827,000 | -16.0% | 42,103 | -17.5% | 0.81% | -28.6% |
| Q2 2020 | $2,175,000 | +21.4% | 51,021 | +0.4% | 1.14% | -3.2% |
| Q1 2020 | $1,792,000 | +18.0% | 50,829 | +83.3% | 1.17% | +22.3% |
| Q4 2019 | $1,519,000 | – | 27,730 | – | 0.96% | – |
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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% |