SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,942,919 | +6.9% | 68,987 | +2.1% | 0.08% | +1.3% |
| Q1 2023 | $4,623,464 | -0.5% | 67,555 | -5.0% | 0.08% | -3.8% |
| Q4 2022 | $4,648,614 | +6.5% | 71,145 | -1.6% | 0.08% | -7.1% |
| Q3 2022 | $4,364,000 | -8.3% | 72,305 | -7.4% | 0.08% | -1.2% |
| Q2 2022 | $4,759,000 | -17.4% | 78,065 | +0.6% | 0.09% | -2.3% |
| Q1 2022 | $5,761,000 | +22.4% | 77,635 | +34.4% | 0.09% | +25.7% |
| Q4 2021 | $4,708,000 | +7.8% | 57,745 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $4,368,000 | -2.4% | 57,745 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $4,476,000 | +6.9% | 57,745 | +3.6% | 0.07% | +1.4% |
| Q1 2021 | $4,188,000 | +34.5% | 55,755 | +24.1% | 0.07% | +24.6% |
| Q4 2020 | $3,114,000 | +1.9% | 44,915 | -15.6% | 0.06% | -6.6% |
| Q3 2020 | $3,055,000 | +6.7% | 53,235 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $2,864,000 | +24.3% | 53,235 | -1.0% | 0.06% | +10.7% |
| Q1 2020 | $2,304,000 | -80.0% | 53,795 | -73.4% | 0.06% | -73.7% |
| Q4 2019 | $11,546,000 | +7.5% | 202,240 | +1.2% | 0.21% | +1.4% |
| Q3 2019 | $10,738,000 | -1.0% | 199,885 | 0.0% | 0.21% | -2.8% |
| Q2 2019 | $10,850,000 | +0.3% | 199,885 | -2.9% | 0.22% | -0.5% |
| Q1 2019 | $10,814,000 | +14.6% | 205,793 | 0.0% | 0.22% | +0.9% |
| Q4 2018 | $9,436,000 | – | 205,793 | – | 0.22% | – |
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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% |