SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,277,190 | +0.8% | 192,033 | +4.5% | 1.66% | +5.0% |
| Q2 2023 | $13,170,150 | +17.9% | 183,812 | +12.6% | 1.58% | +8.7% |
| Q1 2023 | $11,167,432 | +8.0% | 163,171 | +3.1% | 1.45% | +1.2% |
| Q4 2022 | $10,336,657 | +8.1% | 158,198 | -0.2% | 1.44% | -2.6% |
| Q3 2022 | $9,562,000 | -0.8% | 158,450 | +0.2% | 1.48% | +0.9% |
| Q2 2022 | $9,640,000 | -14.7% | 158,143 | +3.8% | 1.46% | -2.3% |
| Q1 2022 | $11,303,000 | -8.1% | 152,312 | +0.9% | 1.50% | -0.3% |
| Q4 2021 | $12,302,000 | +15.4% | 150,884 | +7.1% | 1.50% | +4.8% |
| Q3 2021 | $10,659,000 | +4.2% | 140,894 | +6.8% | 1.43% | +3.5% |
| Q2 2021 | $10,225,000 | +7.8% | 131,901 | +4.4% | 1.38% | +0.6% |
| Q1 2021 | $9,487,000 | +6.1% | 126,307 | -2.0% | 1.38% | -6.3% |
| Q4 2020 | $8,938,000 | +15.4% | 128,916 | -4.4% | 1.47% | -5.8% |
| Q3 2020 | $7,742,000 | +5.3% | 134,894 | -1.3% | 1.56% | -1.0% |
| Q2 2020 | $7,354,000 | +23.5% | 136,724 | -1.7% | 1.58% | +10.3% |
| Q1 2020 | $5,953,000 | -5.5% | 139,023 | +25.9% | 1.43% | +19.0% |
| Q4 2019 | $6,302,000 | +9.2% | 110,384 | +2.8% | 1.20% | +2.4% |
| Q3 2019 | $5,770,000 | +0.6% | 107,414 | +1.6% | 1.17% | +0.4% |
| Q2 2019 | $5,738,000 | +5.1% | 105,716 | +1.7% | 1.17% | -0.4% |
| Q1 2019 | $5,461,000 | +34.3% | 103,916 | +17.2% | 1.17% | +27.3% |
| Q4 2018 | $4,066,000 | +92.5% | 88,690 | +126.8% | 0.92% | +106.7% |
| Q2 2018 | $2,112,000 | +76.1% | 39,109 | +413.4% | 0.45% | +73.5% |
| Q1 2018 | $1,199,000 | +249.6% | 7,618 | +245.5% | 0.26% | +256.9% |
| Q4 2017 | $343,000 | +1705.3% | 2,205 | +1370.0% | 0.07% | +2300.0% |
| Q3 2016 | $19,000 | – | 150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |