SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $100,253 | -3.5% | 1,450 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $103,893 | +4.7% | 1,450 | 0.0% | 0.02% | -4.5% |
Q1 2023 | $99,238 | +4.7% | 1,450 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $94,743 | +7.7% | 1,450 | 0.0% | 0.02% | +4.8% |
Q3 2022 | $88,000 | 0.0% | 1,450 | 0.0% | 0.02% | +5.0% |
Q2 2022 | $88,000 | -18.5% | 1,450 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $108,000 | -16.9% | 1,450 | -9.4% | 0.02% | -9.1% |
Q4 2021 | $130,000 | +7.4% | 1,600 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $121,000 | -42.4% | 1,600 | -40.8% | 0.02% | -43.6% |
Q2 2021 | $210,000 | +3.4% | 2,703 | 0.0% | 0.04% | -4.9% |
Q1 2021 | $203,000 | +8.6% | 2,703 | 0.0% | 0.04% | +5.1% |
Q4 2020 | $187,000 | +20.6% | 2,703 | 0.0% | 0.04% | +18.2% |
Q3 2020 | $155,000 | +6.9% | 2,703 | 0.0% | 0.03% | -5.7% |
Q2 2020 | $145,000 | +25.0% | 2,703 | 0.0% | 0.04% | 0.0% |
Q1 2020 | $116,000 | -24.7% | 2,703 | 0.0% | 0.04% | -10.3% |
Q4 2019 | $154,000 | +6.2% | 2,703 | 0.0% | 0.04% | -2.5% |
Q3 2019 | $145,000 | -1.4% | 2,703 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $147,000 | +3.5% | 2,703 | 0.0% | 0.04% | -2.4% |
Q1 2019 | $142,000 | +14.5% | 2,703 | 0.0% | 0.04% | -2.4% |
Q4 2018 | $124,000 | -17.9% | 2,703 | 0.0% | 0.04% | +5.0% |
Q3 2018 | $151,000 | +3.4% | 2,703 | 0.0% | 0.04% | -2.4% |
Q2 2018 | $146,000 | +2.8% | 2,703 | +200.0% | 0.04% | +2.5% |
Q1 2018 | $142,000 | +1.4% | 901 | 0.0% | 0.04% | +2.6% |
Q4 2017 | $140,000 | +5.3% | 901 | 0.0% | 0.04% | -4.9% |
Q3 2017 | $133,000 | +3.1% | 901 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $129,000 | +437.5% | 901 | +426.9% | 0.04% | +412.5% |
Q1 2017 | $24,000 | – | 171 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |