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 | $572,319 | -8.7% | 8,278 | -5.3% | 0.01% | 0.0% |
| Q2 2023 | $626,599 | -6.2% | 8,745 | -10.4% | 0.01% | -28.6% |
| Q1 2023 | $668,166 | -2.0% | 9,763 | -6.4% | 0.01% | -12.5% |
| Q4 2022 | $681,602 | +25.3% | 10,432 | +15.8% | 0.01% | +14.3% |
| Q3 2022 | $544,000 | +655.6% | 9,012 | +667.6% | 0.01% | +600.0% |
| Q2 2022 | $72,000 | +176.9% | 1,174 | +240.3% | 0.00% | – |
| Q1 2022 | $26,000 | -10.3% | 345 | -3.6% | 0.00% | – |
| Q4 2021 | $29,000 | +7.4% | 358 | 0.0% | 0.00% | – |
| Q3 2021 | $27,000 | -3.6% | 358 | -1.1% | 0.00% | -100.0% |
| Q2 2021 | $28,000 | +3.7% | 362 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +575.0% | 357 | +292.3% | 0.00% | – |
| Q1 2020 | $4,000 | – | 91 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |