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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $671 | -12.7% | 9,366 | -16.6% | 0.01% | -12.5% |
| Q1 2023 | $769 | -14.4% | 11,234 | -18.3% | 0.01% | -11.1% |
| Q4 2022 | $898 | -99.9% | 13,744 | -20.9% | 0.01% | -10.0% |
| Q3 2022 | $1,049,000 | -20.8% | 17,381 | -20.0% | 0.01% | -16.7% |
| Q2 2022 | $1,325,000 | -30.4% | 21,737 | -15.2% | 0.01% | -14.3% |
| Q1 2022 | $1,903,000 | -12.7% | 25,638 | -4.2% | 0.01% | -6.7% |
| Q4 2021 | $2,181,000 | -2.9% | 26,750 | -31.6% | 0.02% | -16.7% |
| Q3 2021 | $2,245,000 | +1.6% | 39,113 | +37.3% | 0.02% | +12.5% |
| Q2 2021 | $2,209,000 | -13.7% | 28,491 | -22.8% | 0.02% | -15.8% |
| Q1 2021 | $2,560,000 | 0.0% | 36,924 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $2,560,000 | +14.0% | 36,924 | -5.6% | 0.02% | +5.6% |
| Q3 2020 | $2,245,000 | -7.7% | 39,113 | -13.5% | 0.02% | -10.0% |
| Q2 2020 | $2,433,000 | +10.9% | 45,236 | -11.7% | 0.02% | 0.0% |
| Q1 2020 | $2,193,000 | +452.4% | 51,225 | +637.5% | 0.02% | +566.7% |
| Q4 2019 | $397,000 | – | 6,946 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2018 | $5,000 | 0.0% | 87 | +200.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 29 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | -97.7% | 29 | -98.1% | 0.00% | -100.0% |
| Q1 2017 | $213,000 | +15.8% | 1,534 | +11.1% | 0.00% | 0.0% |
| Q4 2016 | $184,000 | +2.8% | 1,381 | -1.4% | 0.00% | 0.0% |
| Q3 2016 | $179,000 | -3.8% | 1,401 | -7.1% | 0.00% | 0.0% |
| Q2 2016 | $186,000 | +21.6% | 1,508 | +16.6% | 0.00% | 0.0% |
| Q1 2016 | $153,000 | -13.1% | 1,293 | -13.5% | 0.00% | -25.0% |
| Q4 2015 | $176,000 | +1.1% | 1,495 | -0.2% | 0.00% | 0.0% |
| Q3 2015 | $174,000 | -7.9% | 1,498 | -0.7% | 0.00% | 0.0% |
| Q2 2015 | $189,000 | -17.8% | 1,508 | -16.9% | 0.00% | -20.0% |
| Q1 2015 | $230,000 | -16.4% | 1,814 | -21.7% | 0.01% | -16.7% |
| Q4 2014 | $275,000 | +6.2% | 2,317 | +0.7% | 0.01% | 0.0% |
| Q3 2014 | $259,000 | -3.7% | 2,300 | -0.4% | 0.01% | -14.3% |
| Q2 2014 | $269,000 | +8.9% | 2,309 | +6.5% | 0.01% | 0.0% |
| Q1 2014 | $247,000 | +0.4% | 2,168 | -1.4% | 0.01% | -12.5% |
| Q4 2013 | $246,000 | +5.1% | 2,198 | -2.8% | 0.01% | 0.0% |
| Q3 2013 | $234,000 | +9.3% | 2,261 | +1.8% | 0.01% | 0.0% |
| Q2 2013 | $214,000 | – | 2,221 | – | 0.01% | – |
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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% |