SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 294 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,666,840 | -3.6% | 50,272 | +0.4% | 0.10% | -3.8% |
| Q1 2024 | $3,805,396 | +3.5% | 50,071 | -0.1% | 0.10% | -3.7% |
| Q4 2023 | $3,677,292 | +16.0% | 50,113 | +2.5% | 0.11% | +3.8% |
| 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 ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 151,241 | $11,031,504 | 8.36% |
| First Pacific Financial | 359,076 | $26,191,000 | 6.73% |
| Private Wealth Management Group, LLC | 143,793 | $10,488,262 | 4.54% |
| Lutz Financial Services LLC | 676,075 | $49,312,942 | 4.30% |
| BALANCED WEALTH GROUP LLC | 247,887 | $9,244,730 | 4.20% |
| NorthRock Partners, LLC | 538,705 | $39,293,108 | 3.52% |
| FAS Wealth Partners, Inc. | 555,667 | $40,530,321 | 3.50% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 356,080 | $25,972,475 | 2.81% |
| ERn Financial, LLC | 432,994 | $31,582,570 | 2.62% |
| CAPITAL WEALTH MANAGEMENT, LLC | 69,678 | $5,082,313 | 2.33% |