SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $869,366 | -6.6% | 12,574 | -3.2% | 0.00% | – |
| Q2 2023 | $930,948 | -18.7% | 12,993 | -22.3% | 0.00% | – |
| Q1 2023 | $1,144,864 | -65.4% | 16,728 | -69.5% | 0.00% | -100.0% |
| Q3 2022 | $3,310,000 | +143.9% | 54,848 | +146.4% | 0.00% | – |
| Q2 2022 | $1,357,000 | +220.0% | 22,261 | +289.7% | 0.00% | – |
| Q1 2022 | $424,000 | -78.3% | 5,712 | -78.0% | 0.00% | – |
| Q1 2021 | $1,952,000 | -32.2% | 25,982 | -48.2% | 0.00% | -100.0% |
| Q3 2020 | $2,881,000 | +358.0% | 50,194 | +329.1% | 0.00% | – |
| Q2 2020 | $629,000 | -77.1% | 11,698 | -77.1% | 0.00% | -100.0% |
| Q3 2019 | $2,741,000 | +97.1% | 51,027 | +99.1% | 0.00% | 0.0% |
| Q2 2019 | $1,391,000 | +70.5% | 25,624 | +64.9% | 0.00% | – |
| Q1 2019 | $816,000 | -61.1% | 15,537 | +3.2% | 0.00% | -100.0% |
| Q1 2017 | $2,095,000 | -73.3% | 15,062 | -74.4% | 0.00% | -75.0% |
| Q4 2016 | $7,836,000 | +145.3% | 58,910 | +114.1% | 0.01% | +166.7% |
| Q3 2015 | $3,195,000 | – | 27,518 | – | 0.00% | – |
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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% |