SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $328,108 | -0.2% | 5,188 | +8.0% | 0.02% | -61.9% |
Q2 2023 | $328,603 | -0.8% | 4,804 | -4.2% | 0.04% | +147.1% |
Q1 2023 | $331,186 | -42.1% | 5,013 | -43.3% | 0.02% | -37.0% |
Q4 2022 | $571,879 | +110.2% | 8,836 | +87.8% | 0.03% | +68.8% |
Q3 2022 | $272,000 | -11.4% | 4,705 | -7.1% | 0.02% | -11.1% |
Q2 2022 | $307,000 | -25.7% | 5,067 | -13.7% | 0.02% | +20.0% |
Q1 2022 | $413,000 | +40.5% | 5,868 | +42.0% | 0.02% | +36.4% |
Q4 2021 | $294,000 | – | 4,133 | – | 0.01% | – |
Download |
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% |