SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 267 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $638,267 | +3.7% | 9,659 | +1.6% | 0.43% | -1.6% |
| Q4 2022 | $615,422 | +9.7% | 9,509 | -2.0% | 0.43% | +10.2% |
| Q3 2022 | $561,000 | -4.9% | 9,699 | -0.6% | 0.39% | +1.3% |
| Q2 2022 | $590,000 | -15.0% | 9,759 | -1.0% | 0.39% | +2.4% |
| Q1 2022 | $694,000 | -0.6% | 9,855 | +0.4% | 0.38% | +1.9% |
| Q4 2021 | $698,000 | +4.8% | 9,815 | -2.4% | 0.37% | -2.6% |
| Q3 2021 | $666,000 | +28.1% | 10,060 | -16.0% | 0.38% | -11.8% |
| Q3 2020 | $520,000 | +0.4% | 11,980 | -1.4% | 0.43% | -7.1% |
| Q2 2020 | $518,000 | +24.2% | 12,155 | +2.8% | 0.47% | -2.5% |
| Q1 2020 | $417,000 | -31.9% | 11,825 | +5.8% | 0.48% | -11.1% |
| Q4 2019 | $612,000 | +4.6% | 11,175 | -1.9% | 0.54% | -2.4% |
| Q3 2019 | $585,000 | +0.9% | 11,395 | +0.9% | 0.55% | -0.4% |
| Q2 2019 | $580,000 | +8.2% | 11,295 | +13.4% | 0.55% | +0.4% |
| Q2 2018 | $536,000 | +11.2% | 9,960 | +105.4% | 0.55% | -13.2% |
| Q1 2018 | $482,000 | – | 4,850 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |