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 | $2,182 | -4.2% | 33,639 | +1.6% | 0.19% | -4.5% |
| Q2 2023 | $2,277 | -27.9% | 33,108 | -30.7% | 0.20% | -21.3% |
| Q1 2023 | $3,158 | +9.1% | 47,786 | +6.9% | 0.25% | -7.0% |
| Q4 2022 | $2,894 | -99.9% | 44,712 | -1.3% | 0.27% | +6.7% |
| Q3 2022 | $2,619,000 | +0.5% | 45,288 | +5.1% | 0.26% | -0.8% |
| Q2 2022 | $2,607,000 | +2128.2% | 43,085 | +2500.2% | 0.26% | +2755.6% |
| Q1 2022 | $117,000 | -9.3% | 1,657 | -8.4% | 0.01% | -10.0% |
| Q4 2021 | $129,000 | +13.2% | 1,808 | +5.3% | 0.01% | 0.0% |
| Q3 2021 | $114,000 | -2.6% | 1,717 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $117,000 | -0.8% | 1,738 | -19.4% | 0.01% | -41.2% |
| Q4 2019 | $118,000 | -7.8% | 2,156 | -13.6% | 0.02% | -15.0% |
| Q2 2019 | $128,000 | -95.9% | 2,495 | +1479.1% | 0.02% | +11.1% |
| Q1 2019 | $3,132,000 | +62540.0% | 158 | -22.5% | 0.02% | -50.0% |
| Q4 2018 | $5,000 | -98.1% | 204 | +3980.0% | 0.04% | -21.7% |
| Q3 2018 | $257,000 | -8.5% | 5 | -99.9% | 0.05% | +17.9% |
| Q2 2018 | $281,000 | +30.1% | 5,409 | +149.7% | 0.04% | -23.5% |
| Q1 2018 | $216,000 | -3.1% | 2,166 | +0.0% | 0.05% | -12.1% |
| Q4 2017 | $223,000 | – | 2,165 | – | 0.06% | – |
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% |