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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,759,817 | +17.6% | 78,493 | +3.9% | 1.24% | +9.1% |
| Q3 2023 | $4,899,720 | -5.9% | 75,543 | -0.2% | 1.13% | -2.3% |
| Q2 2023 | $5,207,196 | +1.9% | 75,708 | -4.1% | 1.16% | -5.5% |
| Q4 2022 | $5,108,608 | -99.9% | 78,934 | -3.4% | 1.23% | -0.3% |
| Q3 2022 | $4,726,033,000 | -6.0% | 81,737 | -0.4% | 1.23% | -0.4% |
| Q2 2022 | $5,025,881,000 | -15.1% | 82,082 | -2.4% | 1.24% | -10.1% |
| Q1 2022 | $5,920,436,000 | -6.0% | 84,121 | -5.0% | 1.38% | -3.5% |
| Q4 2021 | $6,299,105,000 | +1.9% | 88,595 | -5.0% | 1.43% | -4.4% |
| Q3 2021 | $6,178,862,000 | -0.9% | 93,294 | +2.0% | 1.49% | -0.3% |
| Q2 2021 | $6,238,105,000 | +1.0% | 91,441 | -2.0% | 1.50% | -5.2% |
| Q1 2021 | $6,173,998,000 | +0.8% | 93,291 | -15.5% | 1.58% | -2.2% |
| Q4 2020 | $6,124,370,000 | +13.5% | 110,349 | -11.3% | 1.62% | -1.4% |
| Q3 2020 | $5,397,369,000 | -9.2% | 124,392 | -10.8% | 1.64% | -14.1% |
| Q2 2020 | $5,941,940,000 | +50.6% | 139,384 | +17.1% | 1.91% | +25.5% |
| Q1 2020 | $3,946,143,000 | +18.5% | 119,039 | +89.6% | 1.52% | +49.1% |
| Q4 2019 | $3,329,268,000 | – | 62,769 | – | 1.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |