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 | $53,357 | -5.3% | 823 | +0.5% | 0.02% | -5.9% |
| Q2 2023 | $56,335 | +4.6% | 819 | +0.5% | 0.02% | 0.0% |
| Q1 2023 | $53,857 | +2.5% | 815 | +0.4% | 0.02% | -15.0% |
| Q4 2022 | $52,552 | +11.8% | 812 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $47,000 | -16.1% | 808 | +1.1% | 0.02% | 0.0% |
| Q1 2022 | $56,000 | -1.8% | 799 | +0.4% | 0.02% | -5.0% |
| Q4 2021 | $57,000 | +9.6% | 796 | +0.5% | 0.02% | -4.8% |
| Q3 2021 | $52,000 | +15.6% | 792 | -38.2% | 0.02% | -36.4% |
| Q1 2020 | $45,000 | – | 1,281 | – | 0.03% | – |
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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% |