SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $964,044 | -4.6% | 13,943 | -1.1% | 0.07% | -1.4% |
| Q2 2023 | $1,010,201 | +40.4% | 14,099 | +34.1% | 0.07% | +41.2% |
| Q1 2023 | $719,423 | -38.5% | 10,512 | -41.3% | 0.05% | -43.3% |
| Q4 2022 | $1,169,510 | +49.2% | 17,898 | +37.8% | 0.09% | +38.5% |
| Q3 2022 | $784,000 | -8.1% | 12,989 | -7.2% | 0.06% | -4.4% |
| Q2 2022 | $853,000 | -18.8% | 13,999 | -1.0% | 0.07% | -2.9% |
| Q1 2022 | $1,050,000 | -35.7% | 14,144 | -29.3% | 0.07% | -34.0% |
| Q4 2021 | $1,632,000 | +4.7% | 20,016 | -0.5% | 0.11% | -13.8% |
| Q2 2021 | $1,559,000 | +0.3% | 20,116 | -2.8% | 0.12% | -18.0% |
| Q1 2021 | $1,555,000 | +86.0% | 20,700 | +71.7% | 0.15% | +72.4% |
| Q4 2020 | $836,000 | +152.6% | 12,058 | +108.8% | 0.09% | +248.0% |
| Q3 2020 | $331,000 | – | 5,775 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |