SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 271 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,895,053 | +90964.5% | 28,981 | +0.5% | 1.02% | -13.5% |
| Q4 2022 | $2,081 | -99.9% | 28,838 | -4.0% | 1.18% | -4.2% |
| Q3 2022 | $1,938,000 | +7.8% | 30,052 | +1.2% | 1.23% | +6.6% |
| Q2 2022 | $1,797,000 | -11.7% | 29,706 | +2.8% | 1.16% | -2.4% |
| Q1 2022 | $2,034,000 | -3.7% | 28,899 | -2.7% | 1.19% | +0.8% |
| Q4 2021 | $2,113,000 | +5.0% | 29,714 | -0.3% | 1.18% | +2.5% |
| Q3 2021 | $2,012,000 | -0.3% | 29,796 | -0.3% | 1.15% | -3.4% |
| Q2 2021 | $2,019,000 | +3.0% | 29,896 | -0.2% | 1.19% | -5.1% |
| Q1 2021 | $1,960,000 | +18.9% | 29,953 | +0.8% | 1.25% | +12.1% |
| Q4 2020 | $1,649,000 | +30.3% | 29,713 | +1.8% | 1.12% | +15.9% |
| Q3 2020 | $1,266,000 | +4.4% | 29,184 | +2.6% | 0.96% | -4.1% |
| Q2 2020 | $1,213,000 | – | 28,444 | – | 1.01% | – |
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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% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 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% |