SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 262 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,269,357 | -3.9% | 81,242 | +1.9% | 0.58% | +0.7% |
| Q2 2023 | $5,485,825 | +2.5% | 79,759 | -1.5% | 0.58% | -4.3% |
| Q1 2023 | $5,351,621 | +4.9% | 80,987 | +2.7% | 0.61% | -2.6% |
| Q4 2022 | $5,103,431 | +16.9% | 78,854 | +4.5% | 0.62% | +4.0% |
| Q3 2022 | $4,365,000 | -3.5% | 75,492 | +1.0% | 0.60% | 0.0% |
| Q2 2022 | $4,523,000 | -15.6% | 74,759 | -1.8% | 0.60% | -4.2% |
| Q1 2022 | $5,358,000 | +2.6% | 76,134 | +3.7% | 0.62% | +12.2% |
| Q4 2021 | $5,221,000 | +11.0% | 73,432 | +3.4% | 0.56% | -3.8% |
| Q3 2021 | $4,704,000 | -2.8% | 71,031 | -0.9% | 0.58% | -3.0% |
| Q2 2021 | $4,841,000 | -1.6% | 71,700 | -4.7% | 0.60% | -7.7% |
| Q1 2021 | $4,921,000 | +17.9% | 75,215 | 0.0% | 0.65% | +12.7% |
| Q4 2020 | $4,174,000 | +27.0% | 75,215 | -0.7% | 0.57% | +6.5% |
| Q3 2020 | $3,287,000 | +17.1% | 75,753 | +15.0% | 0.54% | +6.3% |
| Q2 2020 | $2,808,000 | +83.2% | 65,879 | +51.5% | 0.51% | +75.1% |
| Q1 2020 | $1,533,000 | -15.1% | 43,489 | +32.0% | 0.29% | +17.0% |
| Q4 2019 | $1,805,000 | +1.0% | 32,946 | -5.4% | 0.25% | -7.1% |
| Q3 2019 | $1,787,000 | +4.7% | 34,821 | +4.8% | 0.27% | +5.1% |
| Q2 2019 | $1,707,000 | +79.9% | 33,221 | +76.4% | 0.25% | +72.1% |
| Q1 2019 | $949,000 | +17.5% | 18,831 | +3.4% | 0.15% | +8.9% |
| Q4 2018 | $808,000 | – | 18,206 | – | 0.14% | – |
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% |