SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 299 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $494,867 | -2.0% | 6,306 | -5.0% | 0.43% | -11.7% |
| Q1 2024 | $504,721 | -20.4% | 6,641 | -23.2% | 0.49% | -32.4% |
| Q4 2023 | $634,257 | +13.2% | 8,643 | +0.0% | 0.72% | +4.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |