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 | $433,459 | -9.6% | 6,683 | -4.1% | 0.31% | -22.6% |
| Q2 2023 | $479,328 | +1.9% | 6,969 | -2.1% | 0.40% | -2.4% |
| Q1 2023 | $470,225 | +1.3% | 7,116 | -0.7% | 0.41% | -6.3% |
| Q4 2022 | $464,000 | +14.9% | 7,166 | +2.6% | 0.44% | 0.0% |
| Q3 2022 | $404,000 | -25.3% | 6,982 | -21.9% | 0.44% | -18.6% |
| Q2 2022 | $541,000 | -14.8% | 8,944 | -0.9% | 0.54% | -15.3% |
| Q1 2022 | $635,000 | -10.8% | 9,022 | -10.0% | 0.64% | -6.4% |
| Q4 2021 | $712,000 | – | 10,021 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 342,476 | $22,213,023 | 9.90% |
| Michael S. Ryan, Inc. | 163,254 | $9,969,897 | 9.52% |
| Lutz Financial Services LLC | 607,312 | $39,390,257 | 4.29% |
| NorthRock Partners, LLC | 630,470 | $40,892,283 | 4.27% |
| Retirement Group, LLC | 140,957 | $9,142,450 | 3.81% |
| ABLE Financial Group, LLC | 116,806 | $7,576,054 | 3.78% |
| Cordatus Wealth Management LLC | 58,163 | $3,772 | 3.45% |
| FAS Wealth Partners, Inc. | 491,461 | $31,876,129 | 3.41% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 1,098,350 | $71,239 | 2.74% |
| ERn Financial, LLC | 193,153 | $12,527,913 | 2.72% |