SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,697,628 | -6.9% | 64,404 | -3.0% | 0.63% | -6.9% |
| Q1 2024 | $5,046,628 | +1.0% | 66,403 | -2.5% | 0.68% | -3.3% |
| Q4 2023 | $4,997,912 | +6.9% | 68,110 | -5.5% | 0.70% | -1.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |