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 | $283,042 | -38.6% | 4,093 | -36.4% | 0.01% | -35.3% |
| Q2 2023 | $460,844 | +73.3% | 6,431 | +65.5% | 0.02% | +88.9% |
| Q1 2023 | $265,897 | +4.9% | 3,885 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $253,597 | -48.8% | 3,881 | -52.7% | 0.01% | -52.6% |
| Q3 2022 | $495,000 | -2.4% | 8,210 | -1.2% | 0.02% | +5.6% |
| Q2 2022 | $507,000 | -18.1% | 8,310 | -0.3% | 0.02% | -5.3% |
| Q1 2022 | $619,000 | -21.3% | 8,336 | -13.6% | 0.02% | -13.6% |
| Q4 2021 | $787,000 | +7.7% | 9,652 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $731,000 | -0.1% | 9,661 | +2.3% | 0.02% | 0.0% |
| Q2 2021 | $732,000 | +11.6% | 9,444 | +8.2% | 0.02% | +4.8% |
| Q1 2021 | $656,000 | +18.8% | 8,729 | +9.7% | 0.02% | +10.5% |
| Q4 2020 | $552,000 | +24.0% | 7,959 | +2.7% | 0.02% | +5.6% |
| Q3 2020 | $445,000 | +7.5% | 7,748 | +0.8% | 0.02% | 0.0% |
| Q2 2020 | $414,000 | – | 7,687 | – | 0.02% | – |
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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% |