SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 299 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $582,499 | -4.0% | 7,986 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $606,936 | +3.6% | 7,986 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $586,013 | +13.1% | 7,986 | 0.0% | 0.01% | 0.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MFA WEALTH ADVISORS, LLC | 274,113 | $13,810,000 | 9.08% |
| FAS Wealth Partners, Inc. | 551,928 | $27,803,000 | 5.43% |
| SCHRODERS IS Ltd | 1,616,790 | $81,445,000 | 4.40% |
| Krilogy Financial LLC | 410,769 | $20,693,000 | 4.38% |
| Clarus Wealth Advisors | 107,824 | $5,432,000 | 4.06% |
| Total Wealth Planning, LLC | 130,503 | $6,574,000 | 4.06% |
| Harborview Advisors, LLC | 86,757 | $4,370,000 | 3.79% |
| Centerpoint Advisors, LLC | 84,866 | $4,275,000 | 3.63% |
| McAdam, LLC | 208,017 | $10,479,000 | 3.48% |
| WALLER FINANCIAL PLANNING GROUP, INC | 111,870 | $5,901,000 | 3.41% |