SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 288 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,170,811 | -7.0% | 48,887 | -1.4% | 0.10% | -11.8% |
| Q2 2023 | $3,410,525 | +9.9% | 49,586 | +5.6% | 0.12% | +7.2% |
| Q1 2023 | $3,102,126 | +2.4% | 46,945 | +0.3% | 0.11% | -3.5% |
| Q4 2022 | $3,030,190 | +14.9% | 46,820 | +2.7% | 0.12% | +5.5% |
| Q3 2022 | $2,637,000 | -3.5% | 45,603 | +0.9% | 0.11% | +0.9% |
| Q2 2022 | $2,734,000 | -0.0% | 45,192 | +16.3% | 0.11% | +17.4% |
| Q1 2022 | $2,735,000 | – | 38,865 | – | 0.09% | – |
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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% |