SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 190 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,123 | +9.9% | 279 | +0.4% | 0.01% | 0.0% |
| Q3 2023 | $19,227 | -3.5% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19,921 | +4.7% | 278 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,026 | +38.0% | 278 | +31.8% | 0.01% | +25.0% |
| Q4 2022 | $13,786 | +96.9% | 211 | +61.1% | 0.00% | +100.0% |
| Q3 2022 | $7,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 131 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 131 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | +125.0% | 131 | +104.7% | 0.00% | +100.0% |
| Q2 2021 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | +33.3% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -33.3% | 64 | +3.2% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | -72.7% | 62 | -70.2% | 0.00% | -66.7% |
| Q3 2019 | $11,000 | +10.0% | 208 | +7.8% | 0.00% | +50.0% |
| Q2 2019 | $10,000 | +11.1% | 193 | +8.4% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 178 | +1.7% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 175 | +1.2% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 173 | +0.6% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | +50.0% | 172 | +330.0% | 0.00% | +100.0% |
| Q1 2018 | $6,000 | +20.0% | 40 | +14.3% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | – | 35 | – | 0.00% | – |
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% |