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 | $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 ↓ |
|---|---|---|---|
| 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% |