SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $27,241 | +9.4% | 360 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $24,890 | -3.5% | 360 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $25,794 | -25.4% | 360 | -28.7% | 0.00% | -33.3% |
| Q1 2023 | $34,562 | +4.7% | 505 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $32,997 | +6.4% | 505 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $31,000 | 0.0% | 505 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -16.2% | 505 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | -9.8% | 505 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $41,000 | +7.9% | 505 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | -2.6% | 505 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $39,000 | +2.6% | 505 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $38,000 | +8.6% | 505 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $35,000 | +20.7% | 505 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | -35.6% | 505 | -39.2% | 0.00% | -42.9% |
| Q2 2020 | $45,000 | +25.0% | 830 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $36,000 | -26.5% | 830 | -4.3% | 0.01% | -14.3% |
| Q4 2019 | $49,000 | +4.3% | 867 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $47,000 | – | 867 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |