SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 44 filers reported holding SPDR SER TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $224 | -0.4% | 3,269 | -5.0% | 0.04% | -7.9% |
Q4 2022 | $225 | -99.9% | 3,440 | -1.7% | 0.04% | +5.6% |
Q3 2022 | $211,000 | -5.8% | 3,498 | -4.6% | 0.04% | 0.0% |
Q2 2022 | $224,000 | -2.6% | 3,667 | +18.5% | 0.04% | +16.1% |
Q1 2022 | $230,000 | +10.0% | 3,095 | +129.8% | 0.03% | -31.1% |
Q4 2017 | $209,000 | -40.3% | 1,347 | -45.0% | 0.04% | -44.4% |
Q2 2017 | $350,000 | -36.0% | 2,447 | -37.7% | 0.08% | -40.0% |
Q1 2017 | $547,000 | -26.6% | 3,930 | -29.9% | 0.14% | -33.2% |
Q4 2016 | $745,000 | -3.2% | 5,604 | -7.2% | 0.20% | +2.0% |
Q3 2016 | $770,000 | -6.8% | 6,037 | -10.1% | 0.20% | -8.8% |
Q2 2016 | $826,000 | -0.8% | 6,715 | -4.4% | 0.22% | -6.5% |
Q1 2016 | $833,000 | -7.0% | 7,024 | -7.7% | 0.23% | +1.3% |
Q4 2015 | $896,000 | +0.8% | 7,611 | -0.6% | 0.23% | -6.5% |
Q3 2015 | $889,000 | -11.5% | 7,658 | -4.5% | 0.24% | +0.4% |
Q2 2015 | $1,005,000 | -1.9% | 8,022 | -0.9% | 0.24% | -2.0% |
Q1 2015 | $1,024,000 | +2.1% | 8,096 | -4.4% | 0.25% | +0.4% |
Q4 2014 | $1,003,000 | +4.5% | 8,466 | -0.5% | 0.25% | +0.8% |
Q3 2014 | $960,000 | -12.8% | 8,512 | -10.0% | 0.25% | -11.2% |
Q2 2014 | $1,101,000 | +0.1% | 9,453 | -2.1% | 0.28% | -4.2% |
Q1 2014 | $1,100,000 | -4.0% | 9,653 | -5.7% | 0.29% | -3.7% |
Q4 2013 | $1,146,000 | -9.7% | 10,238 | -16.4% | 0.30% | -21.1% |
Q3 2013 | $1,269,000 | -3.1% | 12,251 | -9.8% | 0.38% | -15.7% |
Q2 2013 | $1,310,000 | – | 13,588 | – | 0.45% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
KWB Wealth | 178,909 | $14,586,000 | 2.42% |
Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |