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 | $131,796 | -7.6% | 2,032 | -2.0% | 0.06% | -7.1% |
| Q2 2023 | $142,650 | -12.3% | 2,074 | -15.8% | 0.07% | -13.6% |
| Q1 2023 | $162,689 | +102220.1% | 2,462 | 0.0% | 0.08% | -5.8% |
| Q4 2022 | $159 | -99.2% | 2,462 | +582.0% | 0.09% | +186.7% |
| Q3 2022 | $21,000 | -88.1% | 361 | -87.7% | 0.03% | -70.3% |
| Q2 2022 | $177,000 | -14.1% | 2,931 | -0.1% | 0.10% | -10.6% |
| Q1 2022 | $206,000 | -1.4% | 2,934 | -0.3% | 0.11% | -3.4% |
| Q4 2021 | $209,000 | +7.2% | 2,942 | -0.1% | 0.12% | -3.3% |
| Q3 2021 | $195,000 | -8.0% | 2,944 | -6.5% | 0.12% | -13.6% |
| Q2 2021 | $212,000 | -3.2% | 3,147 | -6.1% | 0.14% | -14.6% |
| Q1 2021 | $219,000 | +12.9% | 3,353 | -4.3% | 0.16% | +5.8% |
| Q4 2020 | $194,000 | – | 3,503 | – | 0.16% | – |
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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% |