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 | $2,863,420 | +3.3% | 34,064 | +7.3% | 0.03% | -3.2% |
| Q1 2024 | $2,771,196 | +22.3% | 31,747 | +6.0% | 0.03% | +10.7% |
| Q4 2023 | $2,265,696 | +26.9% | 29,942 | +16.0% | 0.03% | +7.7% |
| Q3 2023 | $1,784,987 | -39.2% | 25,817 | -37.0% | 0.03% | -38.1% |
| Q2 2023 | $2,936,575 | +5.3% | 40,985 | +0.6% | 0.04% | -6.7% |
| Q1 2023 | $2,787,903 | +18.5% | 40,735 | +13.1% | 0.04% | +9.8% |
| Q4 2022 | $2,352,371 | +92.7% | 36,002 | +78.0% | 0.04% | +70.8% |
| Q3 2022 | $1,221,000 | -1.6% | 20,227 | -0.6% | 0.02% | 0.0% |
| Q2 2022 | $1,241,000 | -10.3% | 20,359 | +9.2% | 0.02% | +4.3% |
| Q1 2022 | $1,384,000 | -10.6% | 18,648 | -1.8% | 0.02% | -4.2% |
| Q4 2021 | $1,548,000 | -8.6% | 18,981 | -15.3% | 0.02% | -17.2% |
| Q3 2021 | $1,694,000 | +0.2% | 22,399 | +2.7% | 0.03% | 0.0% |
| Q2 2021 | $1,690,000 | +0.1% | 21,805 | -3.1% | 0.03% | -19.4% |
| Q1 2021 | $1,689,000 | +11.0% | 22,493 | +2.5% | 0.04% | +2.9% |
| Q4 2020 | $1,521,000 | +14.8% | 21,937 | -5.0% | 0.04% | +2.9% |
| Q3 2020 | $1,325,000 | -5.0% | 23,089 | -11.0% | 0.03% | -15.0% |
| Q2 2020 | $1,395,000 | -0.2% | 25,931 | -20.6% | 0.04% | -20.0% |
| Q1 2020 | $1,398,000 | -29.6% | 32,639 | -6.2% | 0.05% | -13.8% |
| Q4 2019 | $1,987,000 | – | 34,808 | – | 0.06% | – |
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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% |