SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $272 | +8.8% | 3,569 | -1.4% | 0.00% | 0.0% |
| Q3 2023 | $250 | -3.5% | 3,619 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $259 | -26.4% | 3,619 | -29.7% | 0.00% | -42.9% |
| Q1 2023 | $352 | +3.2% | 5,147 | -1.4% | 0.01% | 0.0% |
| Q4 2022 | $341 | -99.6% | 5,222 | +229.9% | 0.01% | +250.0% |
| Q3 2022 | $96,000 | +118.2% | 1,583 | +120.5% | 0.00% | +100.0% |
| Q2 2022 | $44,000 | -13.7% | 718 | +4.7% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | – | 686 | +68500.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |