SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 343 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $94,895 | -4.0% | 1,301 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $98,876 | +3.6% | 1,301 | 0.0% | 0.00% | +100.0% |
| Q4 2023 | $95,467 | +59.8% | 1,301 | +41.3% | 0.00% | 0.0% |
| Q3 2023 | $59,736 | +3.0% | 921 | +9.3% | 0.00% | 0.0% |
| Q2 2023 | $57,982 | +4.1% | 843 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $55,705 | +101181.8% | 843 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $55 | -99.9% | 843 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | -3.9% | 843 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $51,000 | -27.1% | 843 | -15.1% | 0.00% | 0.0% |
| Q1 2022 | $70,000 | -1.4% | 993 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $71,000 | – | 993 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 151,241 | $11,031,504 | 8.36% |
| First Pacific Financial | 359,076 | $26,191,000 | 6.73% |
| Private Wealth Management Group, LLC | 143,793 | $10,488,262 | 4.54% |
| Lutz Financial Services LLC | 676,075 | $49,312,942 | 4.30% |
| BALANCED WEALTH GROUP LLC | 247,887 | $9,244,730 | 4.20% |
| NorthRock Partners, LLC | 538,705 | $39,293,108 | 3.52% |
| FAS Wealth Partners, Inc. | 555,667 | $40,530,321 | 3.50% |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 356,080 | $25,972,475 | 2.81% |
| ERn Financial, LLC | 432,994 | $31,582,570 | 2.62% |
| CAPITAL WEALTH MANAGEMENT, LLC | 69,678 | $5,082,313 | 2.33% |