SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,489 | -5.9% | 8,642 | -0.3% | 0.69% | -13.5% |
| Q2 2023 | $595,939 | +4.1% | 8,664 | +0.0% | 0.80% | -2.3% |
| Q1 2023 | $572,392 | +2.1% | 8,662 | +0.0% | 0.82% | -5.1% |
| Q4 2022 | $560,495 | -2.0% | 8,660 | +0.1% | 0.86% | +1.1% |
| Q2 2022 | $572,000 | -6.1% | 8,655 | +0.0% | 0.86% | +4.1% |
| Q1 2022 | $609,000 | +0.2% | 8,653 | +1.2% | 0.82% | +4.8% |
| Q4 2021 | $608,000 | +7.4% | 8,551 | +0.0% | 0.78% | -0.5% |
| Q3 2021 | $566,000 | -1.9% | 8,549 | +0.0% | 0.79% | -3.4% |
| Q2 2021 | $577,000 | +1.4% | 8,547 | -1.7% | 0.82% | -8.4% |
| Q1 2021 | $569,000 | – | 8,695 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Management Professionals, Inc. | 862,586 | $58,242,000 | 14.99% |
| First Pacific Financial | 313,674 | $21,179,000 | 11.69% |
| NorthRock Partners, LLC | 950,681 | $64,190,000 | 5.36% |
| Tradewinds Capital Management, LLC | 373,626 | $25,227,000 | 4.62% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 196,921 | $13,296,000 | 4.56% |
| Retirement Group, LLC | 139,335 | $9,408,000 | 4.53% |
| FAS Wealth Partners, Inc. | 684,060 | $46,188,000 | 4.33% |
| Lutz Financial Services LLC | 429,977 | $29,032,000 | 3.86% |
| KWB Wealth | 302,159 | $19,770,000 | 3.79% |
| ERn Financial, LLC | 140,615 | $9,494,000 | 3.36% |