SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 181 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,378,390 | -13.2% | 92,253 | -10.1% | 1.95% | -10.4% |
| Q2 2023 | $7,350,427 | +3.7% | 102,588 | -1.0% | 2.17% | -0.7% |
| Q1 2023 | $7,090,245 | +4.4% | 103,598 | -0.3% | 2.19% | -1.3% |
| Q4 2022 | $6,791,889 | +8.2% | 103,947 | -0.1% | 2.22% | -0.9% |
| Q3 2022 | $6,277,000 | +0.4% | 104,003 | +1.4% | 2.24% | +4.7% |
| Q2 2022 | $6,252,000 | -17.8% | 102,566 | +0.0% | 2.14% | -3.1% |
| Q1 2022 | $7,608,000 | -4.9% | 102,515 | +4.5% | 2.21% | -1.3% |
| Q4 2021 | $8,002,000 | +28.5% | 98,146 | +22.2% | 2.24% | +5.7% |
| Q3 2021 | $6,227,000 | 0.0% | 80,329 | 0.0% | 2.12% | +0.2% |
| Q2 2021 | $6,227,000 | +20.9% | 80,329 | +17.2% | 2.11% | +12.5% |
| Q1 2021 | $5,150,000 | +10.9% | 68,563 | +2.4% | 1.88% | +0.8% |
| Q4 2020 | $4,642,000 | +21.9% | 66,950 | +0.9% | 1.86% | +7.3% |
| Q3 2020 | $3,808,000 | +8.4% | 66,356 | +1.6% | 1.74% | +1.0% |
| Q2 2020 | $3,512,000 | +24.6% | 65,299 | -0.8% | 1.72% | +2.0% |
| Q1 2020 | $2,818,000 | -21.5% | 65,806 | +4.7% | 1.69% | +3.9% |
| Q4 2019 | $3,588,000 | +15.4% | 62,842 | +8.6% | 1.62% | +6.8% |
| Q3 2019 | $3,110,000 | -1.8% | 57,884 | -0.8% | 1.52% | -3.6% |
| Q2 2019 | $3,168,000 | +39.3% | 58,367 | +34.8% | 1.58% | +21.5% |
| Q1 2019 | $2,275,000 | +15.3% | 43,287 | +0.6% | 1.30% | +0.2% |
| Q4 2018 | $1,973,000 | -20.4% | 43,022 | -2.9% | 1.29% | -4.9% |
| Q3 2018 | $2,478,000 | +7.5% | 44,294 | +3.7% | 1.36% | -3.1% |
| Q2 2018 | $2,306,000 | +9.9% | 42,703 | +220.3% | 1.40% | +11.1% |
| Q1 2018 | $2,099,000 | +15.8% | 13,333 | +14.4% | 1.26% | +9.4% |
| Q4 2017 | $1,812,000 | -3.1% | 11,657 | -8.1% | 1.16% | -15.4% |
| Q3 2017 | $1,870,000 | +14.0% | 12,679 | +10.7% | 1.37% | +17.5% |
| Q2 2017 | $1,640,000 | +50.7% | 11,456 | +47.0% | 1.16% | +39.8% |
| Q1 2017 | $1,088,000 | – | 7,794 | – | 0.83% | – |
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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% |