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 | $4,011,044 | -12.2% | 61,842 | -6.9% | 1.12% | -7.4% |
| Q2 2023 | $4,566,539 | +19.1% | 66,393 | +14.5% | 1.21% | +13.4% |
| Q1 2023 | $3,833,314 | +1.3% | 58,010 | -0.8% | 1.06% | -4.6% |
| Q4 2022 | $3,784,778 | +14.7% | 58,479 | +2.5% | 1.12% | +1.7% |
| Q3 2022 | $3,299,000 | +2.8% | 57,062 | +7.5% | 1.10% | +4.4% |
| Q2 2022 | $3,210,000 | -11.9% | 53,064 | +2.5% | 1.05% | -8.4% |
| Q1 2022 | $3,643,000 | -1.4% | 51,765 | -0.4% | 1.15% | -3.3% |
| Q4 2021 | $3,695,000 | +3.3% | 51,971 | -3.7% | 1.18% | -6.8% |
| Q3 2021 | $3,576,000 | -6.3% | 53,982 | -4.5% | 1.27% | -7.2% |
| Q2 2021 | $3,818,000 | -4.3% | 56,539 | -7.2% | 1.37% | -9.9% |
| Q1 2021 | $3,989,000 | +14.0% | 60,957 | -3.3% | 1.52% | +6.4% |
| Q4 2020 | $3,498,000 | +23.0% | 63,027 | -3.9% | 1.43% | +8.8% |
| Q3 2020 | $2,845,000 | +2.3% | 65,552 | +0.5% | 1.31% | -2.5% |
| Q2 2020 | $2,780,000 | +33.1% | 65,207 | +10.1% | 1.35% | -3.4% |
| Q1 2020 | $2,089,000 | – | 59,239 | – | 1.39% | – |
Download | ||||||
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% |