SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $475,838 | -4.7% | 6,524 | -0.7% | 0.19% | -4.5% |
| Q1 2024 | $499,213 | -1.7% | 6,569 | -5.1% | 0.20% | -8.2% |
| Q4 2023 | $508,052 | +70.9% | 6,924 | +51.1% | 0.22% | +44.7% |
| Q3 2023 | $297,217 | -5.6% | 4,582 | +0.1% | 0.15% | -2.6% |
| Q2 2023 | $314,953 | -4.0% | 4,579 | -7.8% | 0.16% | -12.4% |
| Q1 2023 | $328,067 | -6.9% | 4,965 | -8.8% | 0.18% | -15.2% |
| Q4 2022 | $352,343 | +19.8% | 5,444 | +7.1% | 0.21% | +1.9% |
| Q3 2022 | $294,000 | -4.9% | 5,082 | -0.6% | 0.21% | -5.1% |
| Q2 2022 | $309,000 | -13.7% | 5,115 | +0.7% | 0.22% | -3.6% |
| Q1 2022 | $358,000 | +1.1% | 5,080 | +1.9% | 0.22% | +1.8% |
| Q4 2021 | $354,000 | +4.7% | 4,985 | -2.4% | 0.22% | +2.8% |
| Q3 2021 | $338,000 | +1.2% | 5,108 | +3.3% | 0.22% | -0.9% |
| Q2 2021 | $334,000 | +2.8% | 4,946 | -0.3% | 0.22% | -6.5% |
| Q1 2021 | $325,000 | +17.3% | 4,960 | -0.8% | 0.23% | +4.0% |
| Q4 2020 | $277,000 | – | 5,000 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |