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 | $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/ | 68,370 | $25,664,731,000 | 15.66% |
| Centerpoint Advisors, LLC | 151,844 | $8,669,000 | 6.38% |
| McAdam, LLC | 385,675 | $22,018,000 | 5.32% |
| FAS Wealth Partners, Inc. | 533,182 | $30,439,000 | 5.12% |
| Pensionmark Financial Group, LLC | 160,358 | $9,155,000 | 3.57% |
| Harborview Advisors, LLC | 78,601 | $4,487,000 | 3.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 118,424 | $6,761,000 | 3.39% |
| Krilogy Financial LLC | 356,126 | $20,331,000 | 3.34% |
| Total Wealth Planning, LLC | 96,990 | $5,537,000 | 2.95% |
| Financial Strategies Group, Inc. | 59,487 | $3,396,000 | 2.74% |