SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,309 | -29.8% | 3,335 | -25.5% | 0.04% | -32.1% |
| Q2 2023 | $307,919 | +2.5% | 4,477 | -1.6% | 0.05% | -10.2% |
| Q1 2023 | $300,506 | -2.1% | 4,548 | -4.1% | 0.06% | -18.1% |
| Q4 2022 | $306,870 | +4.9% | 4,741 | -6.3% | 0.07% | -23.4% |
| Q3 2022 | $292,603 | -4.2% | 5,061 | +0.2% | 0.09% | -34.3% |
| Q2 2022 | $305,489 | -35.2% | 5,049 | -24.6% | 0.14% | -36.7% |
| Q1 2022 | $471,474 | -12.7% | 6,699 | -11.8% | 0.23% | -5.8% |
| Q4 2021 | $539,927 | – | 7,594 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |