SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 322 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $109,194 | -3.7% | 1,299 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $113,390 | +15.4% | 1,299 | 0.0% | 0.01% | -44.4% |
| Q4 2023 | $98,295 | +9.4% | 1,299 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $89,813 | -3.5% | 1,299 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $93,073 | +4.7% | 1,299 | 0.0% | 0.01% | +11.1% |
| Q1 2023 | $88,904 | +4.7% | 1,299 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $84,877 | – | 1,299 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |