SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 145 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $68 | +4.6% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $65 | -99.8% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2020 | $27,000 | – | 390 | – | 0.00% | – |
| Q4 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2018 | $399,000 | +1.5% | 2,532 | +0.2% | 0.03% | -5.9% |
| Q4 2017 | $393,000 | -41.2% | 2,528 | -44.2% | 0.03% | -55.3% |
| Q3 2017 | $668,000 | +6.7% | 4,529 | +3.6% | 0.08% | -7.3% |
| Q2 2017 | $626,000 | +3.8% | 4,371 | +0.9% | 0.08% | -6.8% |
| Q1 2017 | $603,000 | +19.6% | 4,333 | +9.7% | 0.09% | -7.4% |
| Q3 2016 | $504,000 | +47.4% | 3,950 | +42.3% | 0.10% | +21.8% |
| Q2 2016 | $342,000 | -0.6% | 2,776 | -4.3% | 0.08% | -17.0% |
| Q1 2016 | $344,000 | +0.6% | 2,900 | -0.1% | 0.09% | -14.5% |
| Q4 2015 | $342,000 | +1.5% | 2,902 | +0.0% | 0.11% | +7.8% |
| Q3 2015 | $337,000 | – | 2,901 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |