SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 304 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,865 | -5.7% | 11,145 | 0.0% | 0.37% | -2.4% |
| Q2 2023 | $766,553 | +4.1% | 11,145 | 0.0% | 0.38% | -0.3% |
| Q1 2023 | $736,462 | -1.5% | 11,145 | -3.6% | 0.38% | +3.8% |
| Q4 2022 | $747,969 | +12.0% | 11,557 | 0.0% | 0.36% | -16.9% |
| Q3 2022 | $668,000 | -13.1% | 11,557 | -9.1% | 0.44% | -15.3% |
| Q2 2022 | $769,000 | -16.5% | 12,710 | -2.9% | 0.52% | -11.9% |
| Q1 2022 | $921,000 | -1.9% | 13,085 | -0.9% | 0.59% | -2.3% |
| Q4 2021 | $939,000 | +7.3% | 13,210 | 0.0% | 0.60% | -5.8% |
| Q3 2021 | $875,000 | -1.9% | 13,210 | 0.0% | 0.64% | -4.8% |
| Q2 2021 | $892,000 | -0.1% | 13,210 | -3.2% | 0.67% | -9.5% |
| Q1 2021 | $893,000 | +18.0% | 13,647 | 0.0% | 0.74% | +3.1% |
| Q4 2020 | $757,000 | – | 13,647 | – | 0.72% | – |
Download | ||||||
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% |