SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 326,649 | $21,140,696 | 10.43% |
| Foresight Wealth Management, LLC | 5,925 | $383,479 | 5.49% |
| OKABENA INVESTMENT SERVICES INC | 20,842 | $7,970,606 | 5.28% |
| NorthRock Partners, LLC | 660,152 | $42,725,055 | 4.86% |
| Tradewinds Capital Management, LLC | 158,336 | $10,247,532 | 4.77% |
| Lutz Financial Services LLC | 553,196 | $35,802,875 | 4.40% |
| Retirement Group, LLC | 134,881 | $8,730 | 4.23% |
| FAS Wealth Partners, Inc. | 523,204 | $33,861,773 | 3.84% |
| KWB Wealth | 295,155 | $19,102,417 | 3.63% |
| Clarus Wealth Advisors | 79,934 | $5,421,935 | 3.56% |