SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 40 filers reported holding SPDR SER TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $638,000 | +30.2% | 11,873 | +31.5% | 0.01% | +50.0% |
| Q2 2019 | $490,000 | +47.6% | 9,031 | +42.8% | 0.00% | +33.3% |
| Q1 2019 | $332,000 | +13.3% | 6,326 | -1.2% | 0.00% | 0.0% |
| Q4 2018 | $293,000 | -32.5% | 6,402 | -17.6% | 0.00% | -25.0% |
| Q3 2018 | $434,000 | +15.1% | 7,772 | +11.1% | 0.00% | 0.0% |
| Q2 2018 | $377,000 | +16.0% | 6,997 | +238.7% | 0.00% | 0.0% |
| Q1 2018 | $325,000 | +1.9% | 2,066 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $319,000 | +52.6% | 2,058 | +44.8% | 0.00% | +33.3% |
| Q3 2017 | $209,000 | +3.0% | 1,421 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $203,000 | -91.1% | 1,421 | -29.7% | 0.00% | -40.0% |
| Q3 2014 | $2,279,000 | -3.2% | 2,021 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $2,354,000 | +2.2% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $2,303,000 | +1.9% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $2,261,000 | +8.0% | 2,021 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $2,093,000 | – | 2,021 | – | 0.01% | – |
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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% |