SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $620,670 | -6.1% | 8,977 | -2.6% | 0.00% | -33.3% |
Q2 2023 | $660,685 | +5.7% | 9,221 | +1.0% | 0.00% | 0.0% |
Q1 2023 | $624,857 | -3.8% | 9,130 | -8.2% | 0.00% | 0.0% |
Q4 2022 | $649,611 | +34.5% | 9,942 | +24.2% | 0.00% | 0.0% |
Q3 2022 | $483,000 | -13.9% | 8,003 | -13.0% | 0.00% | -25.0% |
Q2 2022 | $561,000 | -6.2% | 9,197 | +14.2% | 0.00% | 0.0% |
Q1 2022 | $598,000 | +9.5% | 8,054 | +20.2% | 0.00% | 0.0% |
Q4 2021 | $546,000 | +18.2% | 6,698 | +9.6% | 0.00% | 0.0% |
Q3 2021 | $462,000 | +4.1% | 6,111 | +6.8% | 0.00% | 0.0% |
Q2 2021 | $444,000 | +3.0% | 5,724 | -0.3% | 0.00% | -20.0% |
Q1 2021 | $431,000 | +26.8% | 5,741 | +17.0% | 0.01% | 0.0% |
Q4 2020 | $340,000 | +18.5% | 4,908 | -0.4% | 0.01% | 0.0% |
Q3 2020 | $287,000 | +8.7% | 4,928 | 0.0% | 0.01% | +25.0% |
Q2 2020 | $264,000 | +32.0% | 4,928 | -0.4% | 0.00% | 0.0% |
Q1 2020 | $200,000 | -29.3% | 4,948 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $283,000 | +6.4% | 4,948 | -0.1% | 0.00% | -55.6% |
Q3 2019 | $266,000 | +491.1% | 4,952 | +496.6% | 0.01% | +350.0% |
Q2 2019 | $45,000 | +2.3% | 830 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $44,000 | -71.8% | 830 | -75.7% | 0.00% | -75.0% |
Q4 2018 | $156,000 | +2.0% | 3,413 | +24.9% | 0.01% | +14.3% |
Q3 2018 | $153,000 | +200.0% | 2,732 | +190.0% | 0.01% | +133.3% |
Q2 2018 | $51,000 | -58.9% | 942 | +16.3% | 0.00% | -62.5% |
Q1 2018 | $124,000 | -10.1% | 810 | -8.8% | 0.01% | 0.0% |
Q4 2017 | $138,000 | -44.8% | 888 | -46.4% | 0.01% | -27.3% |
Q3 2017 | $250,000 | – | 1,656 | – | 0.01% | – |
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% |