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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |