SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 241 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,642,000 | -8.0% | 71,575 | -2.5% | 0.68% | +16.9% |
| Q2 2023 | $5,048,000 | +2.4% | 73,397 | -1.6% | 0.59% | -4.7% |
| Q1 2023 | $4,929,000 | -1.0% | 74,591 | -3.0% | 0.62% | -14.1% |
| Q4 2022 | $4,977,000 | +9.7% | 76,900 | -2.0% | 0.72% | -7.3% |
| Q3 2022 | $4,536,000 | -3.2% | 78,450 | +1.3% | 0.77% | -9.7% |
| Q2 2022 | $4,686,000 | -18.4% | 77,461 | -5.1% | 0.86% | -7.5% |
| Q1 2022 | $5,743,000 | -3.9% | 81,596 | -2.9% | 0.92% | +0.3% |
| Q4 2021 | $5,973,000 | -2.0% | 84,004 | -8.7% | 0.92% | -7.3% |
| Q3 2021 | $6,096,000 | -7.4% | 92,050 | -5.5% | 0.99% | +1.7% |
| Q2 2021 | $6,580,000 | -9.7% | 97,446 | -12.5% | 0.98% | -21.4% |
| Q1 2021 | $7,285,000 | – | 111,334 | – | 1.24% | – |
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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% |