SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $239,987 | +51845.2% | 3,507 | -50.4% | 0.01% | -8.3% |
| Q4 2022 | $462 | -99.9% | 7,068 | -5.3% | 0.01% | -60.0% |
| Q3 2022 | $451,000 | -3.6% | 7,465 | -2.7% | 0.03% | -14.3% |
| Q2 2022 | $468,000 | -40.7% | 7,670 | -27.8% | 0.04% | -18.6% |
| Q1 2022 | $789,000 | -0.9% | 10,630 | +8.8% | 0.04% | +7.5% |
| Q4 2021 | $796,000 | +7.1% | 9,768 | -0.5% | 0.04% | -2.4% |
| Q3 2021 | $743,000 | -10.3% | 9,819 | -8.1% | 0.04% | -10.9% |
| Q2 2021 | $828,000 | -4.3% | 10,687 | -7.2% | 0.05% | -11.5% |
| Q1 2021 | $865,000 | +6.4% | 11,520 | -1.8% | 0.05% | +4.0% |
| Q4 2020 | $813,000 | +15.8% | 11,726 | -4.2% | 0.05% | 0.0% |
| Q3 2020 | $702,000 | -1.1% | 12,239 | -7.3% | 0.05% | -5.7% |
| Q2 2020 | $710,000 | -0.1% | 13,197 | -20.5% | 0.05% | -23.2% |
| Q1 2020 | $711,000 | -32.2% | 16,593 | -9.6% | 0.07% | -24.2% |
| Q4 2019 | $1,048,000 | +4.3% | 18,361 | -1.9% | 0.09% | -5.2% |
| Q3 2019 | $1,005,000 | -1.2% | 18,711 | -0.1% | 0.10% | -2.0% |
| Q2 2019 | $1,017,000 | +3.4% | 18,729 | +0.0% | 0.10% | 0.0% |
| Q1 2019 | $984,000 | -21.8% | 18,726 | -31.8% | 0.10% | -31.9% |
| Q4 2018 | $1,258,000 | +29.4% | 27,444 | +232.5% | 0.14% | -43.3% |
| Q4 2015 | $972,000 | – | 8,255 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |