SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 220 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,867 | +100.5% | 27 | +107.7% | 0.00% | – |
| Q2 2023 | $931 | -70.4% | 13 | -71.7% | 0.00% | – |
| Q1 2023 | $3,148 | +50.5% | 46 | +43.8% | 0.00% | – |
| Q4 2022 | $2,091 | -86.1% | 32 | -86.9% | 0.00% | – |
| Q3 2022 | $15,000 | +275.0% | 244 | +398.0% | 0.00% | – |
| Q2 2021 | $4,000 | +300.0% | 49 | +512.5% | 0.00% | – |
| Q1 2021 | $1,000 | -91.7% | 8 | -95.6% | 0.00% | – |
| Q4 2020 | $12,000 | -52.0% | 180 | -57.8% | 0.00% | – |
| Q3 2020 | $25,000 | +150.0% | 427 | +132.1% | 0.00% | – |
| Q2 2020 | $10,000 | – | 184 | – | 0.00% | – |
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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% |