SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 338 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $230,927 | +6.8% | 3,147 | -5.6% | 0.03% | -5.6% |
| 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 ↓ |
|---|---|---|---|
| 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% |