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 | $202,104 | -13.9% | 3,116 | -8.7% | 0.01% | -14.3% |
| Q2 2023 | $234,678 | -17.4% | 3,412 | -20.7% | 0.01% | -12.5% |
| Q1 2023 | $284,144 | +2.1% | 4,300 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $278,296 | +1755.3% | 4,300 | +1541.2% | 0.01% | +800.0% |
| Q3 2022 | $15,000 | -6.2% | 262 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -11.1% | 262 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 262 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | – | 262 | – | 0.00% | – |
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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% |