SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,730 | -83.2% | 5,767 | -82.6% | 0.00% | – |
| Q2 2023 | $2,372,690 | +99.2% | 33,115 | +90.2% | 0.00% | – |
| Q1 2023 | $1,191,335 | -73.3% | 17,407 | -74.6% | 0.00% | -100.0% |
| Q4 2022 | $4,469,583 | +79.9% | 68,405 | +66.2% | 0.00% | 0.0% |
| Q3 2022 | $2,484,000 | +100.3% | 41,163 | +102.4% | 0.00% | – |
| Q2 2022 | $1,240,000 | -58.7% | 20,341 | -49.7% | 0.00% | -100.0% |
| Q1 2022 | $2,999,000 | -19.7% | 40,425 | -11.7% | 0.00% | – |
| Q4 2021 | $3,734,000 | +59.4% | 45,798 | +51.6% | 0.00% | – |
| Q2 2021 | $2,342,000 | +31.4% | 30,211 | +27.3% | 0.00% | – |
| Q1 2021 | $1,783,000 | -55.0% | 23,735 | -58.5% | 0.00% | – |
| Q4 2020 | $3,962,000 | +16.6% | 57,152 | -3.5% | 0.00% | -100.0% |
| Q3 2020 | $3,398,000 | +12.7% | 59,218 | +5.7% | 0.00% | 0.0% |
| Q2 2020 | $3,014,000 | -31.3% | 56,050 | -45.3% | 0.00% | 0.0% |
| Q1 2020 | $4,387,000 | +107.0% | 102,461 | +176.1% | 0.00% | 0.0% |
| Q4 2019 | $2,119,000 | -30.5% | 37,112 | -34.6% | 0.00% | 0.0% |
| Q3 2019 | $3,047,000 | +28.1% | 56,715 | +29.3% | 0.00% | – |
| Q2 2019 | $2,379,000 | -34.6% | 43,851 | -32.5% | 0.00% | -100.0% |
| Q3 2018 | $3,637,000 | -24.1% | 65,007 | +113.6% | 0.00% | -50.0% |
| Q1 2018 | $4,792,000 | +115.1% | 30,440 | +112.4% | 0.00% | +100.0% |
| Q4 2017 | $2,228,000 | -63.6% | 14,331 | -65.5% | 0.00% | -50.0% |
| Q3 2017 | $6,122,000 | +101.7% | 41,515 | +95.8% | 0.00% | +100.0% |
| Q2 2017 | $3,035,000 | -17.8% | 21,200 | -26.8% | 0.00% | -50.0% |
| Q3 2016 | $3,693,000 | +74.4% | 28,952 | +62.4% | 0.00% | +100.0% |
| Q1 2016 | $2,117,000 | -26.8% | 17,832 | -27.6% | 0.00% | 0.0% |
| Q4 2015 | $2,894,000 | +473.1% | 24,640 | +466.7% | 0.00% | – |
| Q3 2015 | $505,000 | -82.9% | 4,348 | -81.3% | 0.00% | -100.0% |
| Q1 2015 | $2,947,000 | +103.4% | 23,246 | +89.5% | 0.00% | 0.0% |
| Q4 2014 | $1,449,000 | -55.7% | 12,266 | -57.7% | 0.00% | 0.0% |
| Q3 2014 | $3,273,000 | +1241.4% | 29,017 | +1229.2% | 0.00% | – |
| Q4 2013 | $244,000 | -86.6% | 2,183 | -87.6% | 0.00% | -100.0% |
| Q3 2013 | $1,817,000 | -56.7% | 17,604 | -59.6% | 0.00% | -50.0% |
| Q2 2013 | $4,201,000 | – | 43,573 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |