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 | $1,551,396 | -3.2% | 22,438 | +0.3% | 0.34% | +0.3% |
| Q2 2023 | $1,602,949 | +5.0% | 22,372 | +0.3% | 0.34% | 0.0% |
| Q1 2023 | $1,526,323 | +5.0% | 22,302 | +0.3% | 0.34% | -0.6% |
| Q4 2022 | $1,453,493 | +8.6% | 22,245 | +0.3% | 0.34% | +2.4% |
| Q3 2022 | $1,338,000 | -0.7% | 22,168 | +0.3% | 0.33% | +3.4% |
| Q2 2022 | $1,347,000 | -17.6% | 22,096 | +0.3% | 0.32% | -5.6% |
| Q1 2022 | $1,635,000 | -8.8% | 22,033 | +0.2% | 0.34% | -2.8% |
| Q4 2021 | $1,793,000 | +7.8% | 21,995 | 0.0% | 0.35% | +2.9% |
| Q3 2021 | $1,664,000 | -2.2% | 21,995 | +0.2% | 0.34% | -2.8% |
| Q2 2021 | $1,702,000 | +3.3% | 21,961 | +0.1% | 0.35% | -1.4% |
| Q1 2021 | $1,647,000 | +8.4% | 21,930 | +0.1% | 0.36% | -3.3% |
| Q4 2020 | $1,519,000 | +8.6% | 21,905 | -10.1% | 0.37% | -9.8% |
| Q3 2020 | $1,399,000 | +6.8% | 24,371 | +0.1% | 0.41% | -1.2% |
| Q2 2020 | $1,310,000 | +26.0% | 24,345 | +0.2% | 0.41% | +5.6% |
| Q1 2020 | $1,040,000 | -24.8% | 24,289 | +0.3% | 0.39% | -6.2% |
| Q4 2019 | $1,383,000 | +6.6% | 24,226 | +0.3% | 0.42% | -6.1% |
| Q3 2019 | $1,297,000 | -0.7% | 24,142 | +0.3% | 0.44% | -4.1% |
| Q2 2019 | $1,306,000 | +5.7% | 24,067 | +2.4% | 0.46% | +3.6% |
| Q1 2019 | $1,235,000 | +14.9% | 23,504 | +0.3% | 0.45% | +1.6% |
| Q4 2018 | $1,075,000 | -17.7% | 23,443 | +0.4% | 0.44% | -0.2% |
| Q3 2018 | $1,306,000 | +3.9% | 23,349 | +0.3% | 0.44% | +0.7% |
| Q2 2018 | $1,257,000 | +3.1% | 23,274 | +200.6% | 0.44% | +0.5% |
| Q1 2018 | $1,219,000 | +1.5% | 7,742 | +0.2% | 0.44% | +0.9% |
| Q4 2017 | $1,201,000 | +6.9% | 7,727 | +1.5% | 0.43% | +2.9% |
| Q3 2017 | $1,123,000 | +3.3% | 7,615 | +0.3% | 0.42% | +0.2% |
| Q2 2017 | $1,087,000 | +3.1% | 7,593 | +0.3% | 0.42% | +0.7% |
| Q1 2017 | $1,054,000 | +4.9% | 7,573 | +0.3% | 0.42% | +1.0% |
| Q4 2016 | $1,005,000 | +4.8% | 7,553 | +0.4% | 0.41% | +3.5% |
| Q3 2016 | $959,000 | +0.9% | 7,521 | -2.6% | 0.40% | -3.2% |
| Q2 2016 | $950,000 | +4.1% | 7,721 | +0.3% | 0.41% | +1.7% |
| Q1 2016 | $913,000 | -0.3% | 7,699 | -1.0% | 0.40% | -2.6% |
| Q4 2015 | $916,000 | +3.2% | 7,778 | +1.6% | 0.42% | 0.0% |
| Q3 2015 | $888,000 | -16.0% | 7,656 | -9.3% | 0.42% | -12.8% |
| Q2 2015 | $1,057,000 | -0.8% | 8,440 | +0.3% | 0.48% | -3.4% |
| Q1 2015 | $1,065,000 | +7.0% | 8,418 | +0.3% | 0.49% | -1.4% |
| Q4 2014 | $995,000 | +12.6% | 8,396 | +7.1% | 0.50% | +6.1% |
| Q3 2014 | $884,000 | +15.6% | 7,839 | +19.4% | 0.47% | +14.3% |
| Q2 2014 | $765,000 | +24.8% | 6,565 | +22.1% | 0.41% | +17.3% |
| Q1 2014 | $613,000 | – | 5,375 | – | 0.35% | – |
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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% |