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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,955,174 | +15.1% | 45,310 | -0.2% | 0.04% | +7.7% |
| Q4 2023 | $3,436,148 | +117.8% | 45,410 | +99.0% | 0.04% | -7.1% |
| Q3 2023 | $1,577,370 | -6.3% | 22,814 | -2.9% | 0.04% | +2.4% |
| Q2 2023 | $1,682,672 | -0.8% | 23,485 | -5.3% | 0.04% | -18.0% |
| Q1 2023 | $1,696,515 | +92758.0% | 24,788 | -11.3% | 0.05% | -7.4% |
| Q4 2022 | $1,827 | -99.9% | 27,954 | -27.2% | 0.05% | -20.6% |
| Q3 2022 | $2,317,000 | -90.6% | 38,389 | -90.5% | 0.07% | -90.0% |
| Q2 2022 | $24,601,000 | – | 403,562 | – | 0.68% | – |
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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% |