SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 161 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $378,000 | +3.6% | 6,750 | 0.0% | 0.07% | -12.8% |
| Q2 2018 | $365,000 | +3.1% | 6,750 | +200.0% | 0.08% | +4.0% |
| Q1 2018 | $354,000 | +1.1% | 2,250 | 0.0% | 0.08% | +1.4% |
| Q4 2017 | $350,000 | +4.8% | 2,250 | -0.7% | 0.07% | -1.3% |
| Q3 2017 | $334,000 | +3.7% | 2,266 | +0.7% | 0.08% | -1.3% |
| Q2 2017 | $322,000 | +2.9% | 2,250 | 0.0% | 0.08% | -1.3% |
| Q1 2017 | $313,000 | – | 2,250 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |