SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,555 | -5.3% | 11,607 | -1.9% | 0.09% | +1.1% |
| Q2 2023 | $847,655 | -4.0% | 11,830 | -8.3% | 0.09% | -8.2% |
| Q1 2023 | $883,308 | -4.9% | 12,906 | -9.2% | 0.10% | -6.7% |
| Q4 2022 | $929,251 | +4.3% | 14,221 | -3.7% | 0.10% | -11.0% |
| Q3 2022 | $891,000 | -22.9% | 14,771 | -22.1% | 0.12% | -19.7% |
| Q2 2022 | $1,156,000 | -56.3% | 18,968 | -46.8% | 0.15% | -49.3% |
| Q1 2022 | $2,646,000 | -17.1% | 35,659 | -8.9% | 0.29% | -16.4% |
| Q4 2021 | $3,190,000 | -40.2% | 39,129 | +3.2% | 0.35% | +3.0% |
| Q3 2021 | $5,330,000 | +93.2% | 37,902 | +6.5% | 0.34% | -5.1% |
| Q2 2021 | $2,759,000 | +4.7% | 35,595 | +1.5% | 0.36% | -6.6% |
| Q1 2021 | $2,635,000 | +2.6% | 35,083 | -5.3% | 0.38% | -3.8% |
| Q4 2020 | $2,567,000 | +12.0% | 37,037 | -7.3% | 0.40% | +2.9% |
| Q3 2020 | $2,292,000 | +11.5% | 39,951 | +4.5% | 0.38% | +3.5% |
| Q2 2020 | $2,056,000 | +26.9% | 38,228 | +1.0% | 0.37% | +14.5% |
| Q1 2020 | $1,620,000 | -24.7% | 37,841 | +0.4% | 0.32% | -9.0% |
| Q4 2019 | $2,152,000 | +9.1% | 37,700 | +2.6% | 0.36% | -3.0% |
| Q3 2019 | $1,973,000 | -6.4% | 36,732 | -5.4% | 0.37% | -1.3% |
| Q2 2019 | $2,107,000 | +11.2% | 38,823 | +7.7% | 0.37% | +5.4% |
| Q1 2019 | $1,894,000 | +22.0% | 36,056 | +6.5% | 0.35% | +8.3% |
| Q4 2018 | $1,552,000 | -11.3% | 33,851 | +8.3% | 0.33% | +5.2% |
| Q3 2018 | $1,749,000 | -2.9% | 31,270 | -6.3% | 0.31% | -8.8% |
| Q2 2018 | $1,802,000 | +4.6% | 33,360 | +205.0% | 0.34% | -15.6% |
| Q1 2018 | $1,722,000 | +3.2% | 10,937 | +1.9% | 0.40% | +25.9% |
| Q4 2017 | $1,668,000 | – | 10,729 | – | 0.32% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |