SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,078 | -3.5% | 8,867 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $635,311 | +4.7% | 8,867 | 0.0% | 0.07% | +12.5% |
| Q1 2023 | $606,824 | +104705.5% | 8,867 | +0.0% | 0.06% | +4.9% |
| Q4 2022 | $579 | -99.9% | 8,866 | +0.6% | 0.06% | -3.2% |
| Q3 2022 | $532,000 | -1.3% | 8,815 | -0.3% | 0.06% | +5.0% |
| Q2 2022 | $539,000 | -56.8% | 8,840 | -45.0% | 0.06% | -1.6% |
| Q1 2022 | $1,247,000 | +111.0% | 16,085 | +122.0% | 0.06% | +5.2% |
| Q4 2021 | $591,000 | +7.8% | 7,245 | 0.0% | 0.06% | -7.9% |
| Q3 2021 | $548,000 | +22.0% | 7,245 | +21.3% | 0.06% | -3.1% |
| Q2 2021 | $449,000 | 0.0% | 5,973 | 0.0% | 0.06% | -19.8% |
| Q1 2021 | $449,000 | +79.6% | 5,973 | +65.8% | 0.08% | +65.3% |
| Q4 2020 | $250,000 | – | 3,602 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |