SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $693,768 | -0.9% | 10,034 | +2.7% | 0.06% | -1.5% |
| Q2 2023 | $699,951 | +4.4% | 9,769 | -0.3% | 0.06% | -3.0% |
| Q1 2023 | $670,691 | +9.1% | 9,800 | +4.2% | 0.07% | +1.5% |
| Q4 2022 | $614,696 | +4.4% | 9,408 | -3.7% | 0.07% | +1.5% |
| Q3 2022 | $589,000 | -15.6% | 9,766 | -14.7% | 0.06% | -12.2% |
| Q2 2022 | $698,000 | -17.0% | 11,444 | +1.0% | 0.07% | 0.0% |
| Q1 2022 | $841,000 | -17.1% | 11,329 | -9.0% | 0.07% | -7.5% |
| Q4 2021 | $1,014,000 | +10.8% | 12,443 | +2.9% | 0.08% | +1.3% |
| Q3 2021 | $915,000 | -0.5% | 12,091 | +1.9% | 0.08% | +1.3% |
| Q2 2021 | $920,000 | +9.5% | 11,867 | +11.2% | 0.08% | +6.8% |
| Q1 2021 | $840,000 | +32.3% | 10,674 | +16.5% | 0.07% | +21.7% |
| Q4 2020 | $635,000 | +29.1% | 9,159 | +6.8% | 0.06% | +13.2% |
| Q3 2020 | $492,000 | – | 8,578 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 62,824 | $14,411,000 | 8.28% |
| CABOT WEALTH MANAGEMENT INC | 12,251 | $1,269,000 | 0.38% |
| Courage Miller Partners, LLC | 2,909 | $301,000 | 0.25% |
| CONDOR CAPITAL MANAGEMENT | 5,762 | $597,000 | 0.20% |
| Freedom Investment Management, Inc. | 4,857 | $503,000 | 0.14% |
| B. Riley Wealth Advisors, Inc. | 2,330 | $241,000 | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,411 | $146,000 | 0.07% |
| LPL Financial LLC | 92,202 | $9,665,000 | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 12,888 | $1,335,000 | 0.06% |
| ASPIRIANT, LLC | 2,589 | $268,000 | 0.05% |