SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $994,482 | -14.3% | 14,384 | -11.2% | 0.00% | -50.0% |
| Q2 2023 | $1,160,933 | -5.4% | 16,203 | -9.6% | 0.01% | +100.0% |
| Q1 2023 | $1,227,266 | +3.5% | 17,932 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $1,185,725 | -3.4% | 18,147 | -10.8% | 0.00% | 0.0% |
| Q3 2022 | $1,228,000 | -5.3% | 20,347 | -4.4% | 0.00% | 0.0% |
| Q2 2022 | $1,297,000 | -39.2% | 21,274 | -25.9% | 0.00% | -40.0% |
| Q1 2022 | $2,132,000 | -11.6% | 28,723 | -2.9% | 0.01% | 0.0% |
| Q4 2021 | $2,413,000 | +9.2% | 29,596 | +1.4% | 0.01% | 0.0% |
| Q3 2021 | $2,209,000 | -0.1% | 29,194 | +2.3% | 0.01% | -16.7% |
| Q2 2021 | $2,212,000 | +14.3% | 28,535 | +10.7% | 0.01% | 0.0% |
| Q1 2021 | $1,936,000 | +5.1% | 25,773 | -3.0% | 0.01% | 0.0% |
| Q4 2020 | $1,842,000 | +82.2% | 26,566 | +50.8% | 0.01% | +50.0% |
| Q3 2020 | $1,011,000 | +339.6% | 17,617 | +311.6% | 0.00% | +300.0% |
| Q2 2020 | $230,000 | – | 4,280 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 68,370 | $25,664,731,000 | 15.66% |
| Centerpoint Advisors, LLC | 151,844 | $8,669,000 | 6.38% |
| McAdam, LLC | 385,675 | $22,018,000 | 5.32% |
| FAS Wealth Partners, Inc. | 533,182 | $30,439,000 | 5.12% |
| Pensionmark Financial Group, LLC | 160,358 | $9,155,000 | 3.57% |
| Harborview Advisors, LLC | 78,601 | $4,487,000 | 3.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 118,424 | $6,761,000 | 3.39% |
| Krilogy Financial LLC | 356,126 | $20,331,000 | 3.34% |
| Total Wealth Planning, LLC | 96,990 | $5,537,000 | 2.95% |
| Financial Strategies Group, Inc. | 59,487 | $3,396,000 | 2.74% |