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 | $7,746 | +0.6% | 106,193 | +4.9% | 0.57% | -10.7% |
| Q1 2024 | $7,696 | -29.6% | 101,257 | -32.0% | 0.64% | -19.9% |
| Q4 2023 | $10,925 | +3.3% | 148,889 | -7.4% | 0.80% | +3.6% |
| Q3 2023 | $10,572 | +2.4% | 160,728 | +7.0% | 0.78% | -35.7% |
| Q2 2023 | $10,326 | -4.5% | 150,172 | -8.2% | 1.21% | -12.9% |
| Q1 2023 | $10,808 | -99.9% | 163,565 | +5.1% | 1.38% | +0.3% |
| Q4 2022 | $10,067,423 | +14.5% | 155,554 | +2.3% | 1.38% | +18.7% |
| Q3 2022 | $8,790,000 | -59.8% | 152,035 | -57.6% | 1.16% | -22.4% |
| Q2 2022 | $21,870,000 | – | 358,565 | – | 1.50% | – |
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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% |