SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |