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 | $324,430 | -32.2% | 5,002 | -28.1% | 0.05% | +6.0% |
| Q2 2023 | $478,227 | -6.9% | 6,953 | -10.5% | 0.05% | -13.8% |
| Q1 2023 | $513,640 | +27.0% | 7,773 | +24.4% | 0.06% | +16.0% |
| Q4 2022 | $404,500 | +22.2% | 6,250 | +9.3% | 0.05% | +11.1% |
| Q3 2022 | $331,000 | +13.4% | 5,717 | +18.4% | 0.04% | +18.4% |
| Q2 2022 | $292,000 | +4.7% | 4,830 | +21.8% | 0.04% | +22.6% |
| Q1 2022 | $279,000 | +6.5% | 3,967 | +7.6% | 0.03% | +10.7% |
| Q4 2021 | $262,000 | +31.0% | 3,688 | +22.0% | 0.03% | +7.7% |
| Q3 2021 | $200,000 | – | 3,023 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 328,434 | $21,702,905 | 10.05% |
| NorthRock Partners, LLC | 681,477 | $45,031,997 | 4.79% |
| Lutz Financial Services LLC | 552,717 | $36,523,553 | 4.17% |
| Retirement Group, LLC | 137,944 | $9,115 | 4.16% |
| KWB Wealth | 299,065 | $19,355,509 | 3.57% |
| FAS Wealth Partners, Inc. | 494,394 | $32,669,551 | 3.54% |
| ABLE Financial Group, LLC | 80,731 | $5,334,704 | 3.48% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,156,194 | $76,401 | 3.20% |
| ARQ WEALTH ADVISORS, LLC | 60,555 | $4,001,495 | 2.94% |
| ERn Financial, LLC | 190,059 | $12,559,115 | 2.76% |