SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $746,020 | -5.2% | 11,502 | +0.5% | 0.01% | -12.5% |
| Q2 2023 | $787,325 | +3.2% | 11,447 | -0.9% | 0.01% | 0.0% |
| Q1 2023 | $762,975 | -88.5% | 11,546 | -88.8% | 0.01% | -86.4% |
| Q4 2022 | $6,643,961 | -99.1% | 102,657 | +318.2% | 0.06% | +637.5% |
| Q3 2022 | $710,710,000 | +55905.5% | 24,546 | +17.0% | 0.01% | -38.5% |
| Q2 2022 | $1,269,000 | -77.8% | 20,972 | -74.2% | 0.01% | -78.0% |
| Q1 2022 | $5,711,000 | +477.5% | 81,144 | +483.6% | 0.06% | +490.0% |
| Q4 2021 | $989,000 | -3.2% | 13,905 | -9.9% | 0.01% | 0.0% |
| Q3 2021 | $1,022,000 | +26.3% | 15,437 | +28.8% | 0.01% | +11.1% |
| Q2 2021 | $809,000 | -12.7% | 11,987 | -15.4% | 0.01% | -25.0% |
| Q1 2021 | $927,000 | +256.5% | 14,170 | +202.1% | 0.01% | +300.0% |
| Q4 2020 | $260,000 | – | 4,690 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |