SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,855 | -6.8% | 1,343 | -3.4% | 0.01% | -7.7% |
| Q2 2023 | $99,594 | -3.7% | 1,390 | -8.0% | 0.01% | -7.1% |
| Q1 2023 | $103,413 | +77654.1% | 1,511 | -25.7% | 0.01% | -30.0% |
| Q4 2022 | $133 | -99.9% | 2,034 | -7.2% | 0.02% | -4.8% |
| Q3 2022 | $132,000 | -7.0% | 2,192 | -5.7% | 0.02% | -4.5% |
| Q2 2022 | $142,000 | -64.3% | 2,325 | -56.7% | 0.02% | -64.5% |
| Q1 2022 | $398,000 | +18.8% | 5,368 | +30.7% | 0.06% | +34.8% |
| Q4 2021 | $335,000 | +7.0% | 4,107 | -0.7% | 0.05% | 0.0% |
| Q3 2021 | $313,000 | -3.7% | 4,137 | -1.4% | 0.05% | -6.1% |
| Q2 2021 | $325,000 | -16.9% | 4,194 | -19.5% | 0.05% | -23.4% |
| Q1 2021 | $391,000 | +8.9% | 5,212 | +0.6% | 0.06% | +6.7% |
| Q4 2020 | $359,000 | -35.7% | 5,179 | -46.8% | 0.06% | -44.4% |
| Q3 2020 | $558,000 | +10.5% | 9,731 | +3.8% | 0.11% | +1.9% |
| Q2 2020 | $505,000 | +27.5% | 9,377 | +1.3% | 0.11% | +3.9% |
| Q1 2020 | $396,000 | -16.6% | 9,259 | +11.1% | 0.10% | +15.9% |
| Q4 2019 | $475,000 | +110.2% | 8,334 | +412.5% | 0.09% | +69.2% |
| Q1 2017 | $226,000 | +6.6% | 1,626 | +1.9% | 0.05% | +2.0% |
| Q4 2016 | $212,000 | -1.9% | 1,595 | -5.9% | 0.05% | -3.8% |
| Q3 2016 | $216,000 | +3.8% | 1,695 | 0.0% | 0.05% | -1.9% |
| Q2 2016 | $208,000 | +4.0% | 1,695 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $200,000 | -3.4% | 1,695 | +2.0% | 0.05% | -8.5% |
| Q2 2015 | $207,000 | +2.5% | 1,662 | +4.1% | 0.06% | +1.7% |
| Q1 2015 | $202,000 | +369.8% | 1,597 | +319.2% | 0.06% | +286.7% |
| Q3 2014 | $43,000 | -2.3% | 381 | 0.0% | 0.02% | +7.1% |
| Q2 2014 | $44,000 | +266.7% | 381 | +249.5% | 0.01% | +180.0% |
| Q1 2014 | $12,000 | 0.0% | 109 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $12,000 | +9.1% | 109 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $11,000 | +22.2% | 109 | +19.8% | 0.01% | +25.0% |
| Q2 2013 | $9,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $9,000 | – | 91 | – | 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% |