SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,130,369 | +7.7% | 14,938 | -1.6% | 0.04% | -9.3% |
Q3 2023 | $1,049,226 | -3.7% | 15,175 | -0.2% | 0.04% | -6.5% |
Q2 2023 | $1,089,968 | +3.1% | 15,212 | -1.6% | 0.05% | -6.1% |
Q1 2023 | $1,057,582 | +10.0% | 15,453 | +5.0% | 0.05% | -2.0% |
Q4 2022 | $961,629 | +10.0% | 14,717 | +1.6% | 0.05% | -2.0% |
Q3 2022 | $874,000 | +21.9% | 14,484 | +23.2% | 0.05% | +15.9% |
Q2 2022 | $717,000 | -25.9% | 11,756 | -9.8% | 0.04% | 0.0% |
Q1 2022 | $967,000 | +1.6% | 13,031 | +11.6% | 0.04% | -6.4% |
Q4 2021 | $952,000 | +1.7% | 11,673 | -5.6% | 0.05% | -34.7% |
Q3 2021 | $936,000 | -4.3% | 12,370 | -2.0% | 0.07% | -8.9% |
Q2 2021 | $978,000 | +3.7% | 12,620 | +0.5% | 0.08% | -16.0% |
Q1 2021 | $943,000 | +2.4% | 12,560 | -5.5% | 0.09% | -14.5% |
Q4 2020 | $921,000 | +15.0% | 13,289 | -4.8% | 0.11% | -6.0% |
Q3 2020 | $801,000 | +4.8% | 13,960 | -1.7% | 0.12% | -1.7% |
Q2 2020 | $764,000 | +19.0% | 14,201 | -5.3% | 0.12% | +10.2% |
Q1 2020 | $642,000 | -22.6% | 14,992 | +3.2% | 0.11% | -23.9% |
Q4 2019 | $829,000 | +2.5% | 14,526 | -3.6% | 0.14% | -2.7% |
Q3 2019 | $809,000 | 0.0% | 15,066 | +1.0% | 0.15% | +0.7% |
Q2 2019 | $809,000 | -1.8% | 14,911 | -4.9% | 0.14% | -6.5% |
Q1 2019 | $824,000 | +18.4% | 15,674 | +3.2% | 0.16% | +9.9% |
Q4 2018 | $696,000 | -18.0% | 15,187 | +0.1% | 0.14% | -24.2% |
Q3 2018 | $849,000 | – | 15,173 | – | 0.19% | – |
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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, LLC | 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% |