SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 322 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $711,315 | +1.6% | 8,462 | +0.4% | 0.00% | 0.0% |
| Q1 2024 | $700,064 | +18.0% | 8,430 | +7.6% | 0.00% | 0.0% |
| Q4 2023 | $593,029 | +15.3% | 7,837 | +5.3% | 0.00% | -33.3% |
| 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/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |