SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $520,825 | +2.3% | 7,971 | -5.4% | 0.04% | -4.9% |
| Q3 2022 | $509,000 | -1.9% | 8,428 | -1.1% | 0.04% | +7.9% |
| Q2 2022 | $519,000 | -20.2% | 8,520 | -2.7% | 0.04% | -7.3% |
| Q1 2022 | $650,000 | +1.6% | 8,758 | +11.5% | 0.04% | +7.9% |
| Q4 2021 | $640,000 | +11.3% | 7,853 | +3.4% | 0.04% | 0.0% |
| Q3 2021 | $575,000 | -5.1% | 7,596 | -2.9% | 0.04% | -2.6% |
| Q2 2021 | $606,000 | +3.6% | 7,823 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $585,000 | +8.7% | 7,795 | +0.5% | 0.04% | +5.4% |
| Q4 2020 | $538,000 | +24.2% | 7,753 | +2.8% | 0.04% | +19.4% |
| Q3 2020 | $433,000 | -11.3% | 7,539 | -16.9% | 0.03% | -20.5% |
| Q2 2020 | $488,000 | +25.4% | 9,076 | -0.1% | 0.04% | +8.3% |
| Q1 2020 | $389,000 | -34.1% | 9,089 | -12.1% | 0.04% | -21.7% |
| Q4 2019 | $590,000 | +5.2% | 10,335 | -1.0% | 0.05% | 0.0% |
| Q3 2019 | $561,000 | +24.7% | 10,439 | +26.0% | 0.05% | +21.1% |
| Q2 2019 | $450,000 | +16.0% | 8,287 | +12.2% | 0.04% | +11.8% |
| Q1 2019 | $388,000 | +17.2% | 7,385 | +2.2% | 0.03% | +3.0% |
| Q4 2018 | $331,000 | -11.0% | 7,224 | +8.6% | 0.03% | -2.9% |
| Q3 2018 | $372,000 | +54.4% | 6,653 | +48.9% | 0.03% | +41.7% |
| Q2 2018 | $241,000 | +6.2% | 4,468 | +209.2% | 0.02% | +4.3% |
| Q1 2018 | $227,000 | -5.4% | 1,445 | -6.5% | 0.02% | 0.0% |
| Q4 2017 | $240,000 | +14.8% | 1,546 | +9.2% | 0.02% | +9.5% |
| Q3 2017 | $209,000 | – | 1,416 | – | 0.02% | – |
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% |