SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567 | +12.9% | 8,200 | +17.1% | 0.00% | 0.0% |
| Q2 2023 | $502 | -99.9% | 7,000 | +25.0% | 0.00% | – |
| Q2 2022 | $341,000 | -22.5% | 5,600 | +3.7% | 0.00% | -100.0% |
| Q4 2021 | $440,000 | +23.6% | 5,400 | +14.9% | 0.00% | – |
| Q3 2021 | $356,000 | -55.8% | 4,700 | -54.8% | 0.00% | -100.0% |
| Q2 2021 | $806,000 | +67.6% | 10,400 | +62.5% | 0.00% | 0.0% |
| Q1 2021 | $481,000 | +8.3% | 6,400 | -0.1% | 0.00% | – |
| Q4 2020 | $444,000 | – | 6,409 | – | 0.00% | – |
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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% |