SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 261 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,106,062 | -4.9% | 15,164 | -0.9% | 1.00% | +0.4% |
| Q1 2024 | $1,162,800 | +2.8% | 15,300 | -0.8% | 1.00% | -4.4% |
| Q4 2023 | $1,131,447 | +14.0% | 15,419 | +0.8% | 1.04% | -0.4% |
| Q3 2023 | $992,617 | -5.7% | 15,304 | 0.0% | 1.05% | +0.8% |
| Q2 2023 | $1,052,609 | +2.7% | 15,304 | -1.3% | 1.04% | -2.1% |
| Q1 2023 | $1,024,901 | -0.8% | 15,510 | -2.8% | 1.06% | -4.7% |
| Q4 2022 | $1,032,675 | +11.8% | 15,956 | -0.2% | 1.11% | -69.3% |
| Q3 2022 | $924,000 | -4.2% | 15,982 | +0.2% | 3.63% | +235.2% |
| Q2 2022 | $965,000 | -13.4% | 15,951 | +0.8% | 1.08% | +6.8% |
| Q1 2022 | $1,114,000 | -0.3% | 15,819 | +0.6% | 1.01% | +7.5% |
| Q4 2021 | $1,117,000 | – | 15,724 | – | 0.94% | – |
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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% |