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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,562 | $21,231,000 | 11.25% |
| D. SCOTT NEAL, INC. | 214,385 | $14,199,000 | 6.00% |
| NorthRock Partners, LLC | 943,201 | $63,396,000 | 5.18% |
| Retirement Group, LLC | 143,782 | $9,523,000 | 4.38% |
| FAS Wealth Partners, Inc. | 690,607 | $45,739,000 | 4.28% |
| Tradewinds Capital Management, LLC | 371,784 | $24,623,000 | 4.18% |
| KWB Wealth | 331,354 | $21,946,000 | 3.90% |
| Lutz Financial Services LLC | 448,280 | $29,690,000 | 3.86% |
| Harborview Advisors, LLC | 74,629 | $4,943,000 | 2.77% |
| Total Wealth Planning, LLC | 106,154 | $7,031,000 | 2.55% |