SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 294 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,643,630 | -0.5% | 22,534 | +3.7% | 1.55% | -2.9% |
| Q1 2024 | $1,651,708 | -12.6% | 21,733 | -25.4% | 1.60% | +3.7% |
| Q4 2023 | $1,890,583 | 0.0% | 29,149 | 0.0% | 1.54% | -16.3% |
| Q3 2023 | $1,890,583 | +20.0% | 29,149 | +27.2% | 1.84% | +6.2% |
| Q2 2023 | $1,575,681 | -24.8% | 22,909 | -27.8% | 1.73% | -13.5% |
| Q1 2023 | $2,096,497 | +2.2% | 31,727 | +0.1% | 2.00% | -4.7% |
| Q4 2022 | $2,051,031 | +17.0% | 31,691 | +4.5% | 2.10% | +3.0% |
| Q3 2022 | $1,753,000 | -8.2% | 30,316 | -4.0% | 2.04% | -1.4% |
| Q2 2022 | $1,910,000 | -8.8% | 31,569 | +6.1% | 2.07% | +0.8% |
| Q1 2022 | $2,095,000 | +4.6% | 29,768 | +5.7% | 2.05% | +7.6% |
| Q4 2021 | $2,003,000 | – | 28,165 | – | 1.91% | – |
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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% |