SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,402 | -10.8% | 7,440 | -7.6% | 0.00% | +50.0% |
| Q2 2023 | $576,619 | -0.8% | 8,048 | -5.3% | 0.00% | +100.0% |
| Q1 2023 | $581,367 | -25.8% | 8,495 | -37.8% | 0.00% | -96.9% |
| Q3 2020 | $784,000 | -48.5% | 13,658 | -51.7% | 0.03% | -61.9% |
| Q2 2020 | $1,521,000 | -14.1% | 28,283 | -31.6% | 0.08% | -25.0% |
| Q1 2020 | $1,771,000 | -31.7% | 41,363 | -9.0% | 0.11% | -15.2% |
| Q4 2019 | $2,594,000 | +13.3% | 45,430 | +6.6% | 0.13% | -1.5% |
| Q3 2019 | $2,290,000 | +52.9% | 42,634 | +54.5% | 0.13% | +42.6% |
| Q2 2019 | $1,498,000 | – | 27,593 | – | 0.09% | – |
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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% |