SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $470,902 | +13.8% | 6,456 | +18.5% | 0.08% | +7.6% |
| Q1 2024 | $413,972 | -3.4% | 5,447 | -6.7% | 0.08% | -13.2% |
| Q4 2023 | $428,540 | +18.2% | 5,840 | +4.5% | 0.09% | +9.6% |
| Q3 2023 | $362,437 | -5.4% | 5,588 | +0.3% | 0.08% | -3.5% |
| Q2 2023 | $383,242 | +4.1% | 5,572 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $368,198 | +0.7% | 5,572 | -1.5% | 0.09% | -32.8% |
| Q4 2022 | $365,798 | +21.9% | 5,659 | +8.9% | 0.13% | +8.5% |
| Q3 2022 | $300,000 | -27.5% | 5,196 | -18.0% | 0.12% | -15.7% |
| Q2 2022 | $414,000 | -14.8% | 6,337 | -8.3% | 0.14% | -4.1% |
| Q1 2022 | $486,000 | -9.8% | 6,910 | -8.9% | 0.15% | -8.2% |
| Q4 2021 | $539,000 | -0.9% | 7,586 | -0.3% | 0.16% | -1.9% |
| Q3 2021 | $544,000 | +10.3% | 7,608 | +3.4% | 0.16% | +4.5% |
| Q2 2021 | $493,000 | -17.6% | 7,359 | -15.7% | 0.16% | -18.0% |
| Q1 2021 | $598,000 | +13.5% | 8,729 | -8.1% | 0.19% | -5.0% |
| Q4 2020 | $527,000 | – | 9,498 | – | 0.20% | – |
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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% |