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 | $350,379 | -28.9% | 5,402 | -24.6% | 0.00% | -20.0% |
| Q2 2023 | $492,725 | -18.0% | 7,164 | -21.3% | 0.01% | -28.6% |
| Q1 2023 | $601,191 | -98.4% | 9,098 | -98.4% | 0.01% | -99.5% |
| Q4 2022 | $36,772,754 | +17494.6% | 568,182 | +15617.3% | 1.29% | +16000.0% |
| Q3 2022 | $209,000 | -99.6% | 3,615 | -99.5% | 0.01% | -99.5% |
| Q1 2022 | $48,836,000 | +16798.3% | 693,897 | +16108.8% | 1.72% | +15500.0% |
| Q2 2021 | $289,000 | -99.3% | 4,281 | -99.4% | 0.01% | -99.4% |
| Q1 2021 | $43,560,000 | +39.4% | 665,743 | +18.2% | 1.88% | +29.2% |
| Q4 2020 | $31,259,000 | +347222.2% | 563,229 | +257082.2% | 1.46% | – |
| Q2 2020 | $9,000 | +12.5% | 219 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $8,000 | -66.7% | 219 | -50.5% | 0.00% | -50.0% |
| Q4 2019 | $24,000 | – | 442 | – | 0.00% | – |
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% |