SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 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/ | 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% |