SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 264 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $180,288 | -1.1% | 2,472 | -10.4% | 0.02% | -34.6% |
| Q1 2023 | $182,305 | -10.2% | 2,759 | -4.2% | 0.03% | -29.7% |
| Q1 2022 | $203,000 | -1.5% | 2,881 | -0.4% | 0.04% | +2.8% |
| Q4 2021 | $206,000 | -10.4% | 2,892 | -15.0% | 0.04% | -16.3% |
| Q2 2021 | $230,000 | -61.0% | 3,403 | -65.2% | 0.04% | -20.4% |
| Q1 2021 | $590,000 | +111.5% | 9,782 | +94.4% | 0.05% | +5.9% |
| Q4 2020 | $279,000 | +28.6% | 5,031 | +0.4% | 0.05% | -5.6% |
| Q3 2020 | $217,000 | +3.8% | 5,012 | +2.0% | 0.05% | +8.0% |
| Q2 2020 | $209,000 | – | 4,912 | – | 0.05% | – |
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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% |