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 | $4,677,185 | -7.8% | 72,112 | -2.2% | 0.71% | -3.1% |
| Q2 2023 | $5,072,457 | +2.8% | 73,749 | -1.3% | 0.74% | -3.4% |
| Q1 2023 | $4,936,309 | +1.8% | 74,702 | -0.3% | 0.76% | -3.5% |
| Q4 2022 | $4,849,599 | +11.3% | 74,932 | -0.6% | 0.79% | -1.4% |
| Q3 2022 | $4,358,000 | -9.8% | 75,370 | -5.6% | 0.80% | +8.2% |
| Q2 2022 | $4,829,000 | -10.6% | 79,824 | +4.0% | 0.74% | +1.6% |
| Q1 2022 | $5,404,000 | +2.6% | 76,782 | +3.6% | 0.73% | +5.7% |
| Q4 2021 | $5,268,000 | – | 74,093 | – | 0.69% | – |
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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% |