SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 297 filers reported holding SPDR SER TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |