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 | $517,972 | -5.7% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $549,277 | +4.1% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $527,715 | +2.1% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $516,854 | +11.9% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $462,000 | -4.3% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $483,000 | -14.1% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $562,000 | -1.6% | 7,986 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $571,000 | +7.9% | 8,033 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $529,000 | -1.9% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $539,000 | +3.1% | 7,986 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $523,000 | +18.1% | 7,986 | 0.0% | 0.01% | +14.3% |
| Q4 2020 | $443,000 | +27.7% | 7,986 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $347,000 | +2.1% | 7,986 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $340,000 | +20.6% | 7,986 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $282,000 | -51.9% | 7,986 | -25.3% | 0.01% | -45.5% |
| Q4 2019 | $586,000 | +6.7% | 10,696 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $549,000 | 0.0% | 10,696 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $549,000 | +3.2% | 10,696 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $532,000 | +13.4% | 10,696 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $469,000 | -19.0% | 10,696 | -0.9% | 0.01% | -15.4% |
| Q3 2018 | $579,000 | +3.2% | 10,790 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $561,000 | +4.7% | 10,790 | +100.0% | 0.01% | 0.0% |
| Q1 2018 | $536,000 | -2.4% | 5,395 | +0.9% | 0.01% | 0.0% |
| Q4 2017 | $549,000 | +5.8% | 5,348 | +2.0% | 0.01% | 0.0% |
| Q3 2017 | $519,000 | -20.3% | 5,242 | -22.5% | 0.01% | -22.2% |
| Q2 2017 | $651,000 | +5.2% | 6,762 | +5.1% | 0.02% | 0.0% |
| Q1 2017 | $619,000 | – | 6,432 | – | 0.02% | – |
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% |