SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 233 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $825,000 | -20.4% | 18 | 0.0% | 0.00% | – |
| Q4 2019 | $1,037,000 | -99.5% | 18 | -99.6% | 0.00% | -100.0% |
| Q3 2019 | $211,881,000 | +99374.6% | 4,047 | +3.0% | 0.06% | -11.3% |
| Q2 2019 | $213,000 | -97.5% | 3,930 | +2371.7% | 0.07% | +2266.7% |
| Q1 2019 | $8,473,000 | -5.5% | 159 | -99.9% | 0.00% | -99.9% |
| Q3 2018 | $8,966,000 | -3.4% | 182,681 | +8.0% | 2.28% | -2.2% |
| Q2 2018 | $9,278,000 | +12.6% | 169,096 | +228.6% | 2.33% | -18.5% |
| Q1 2018 | $8,242,000 | -0.8% | 51,465 | +0.7% | 2.86% | +5.8% |
| Q4 2017 | $8,310,000 | +641.3% | 51,132 | +595.2% | 2.70% | +762.6% |
| Q3 2017 | $1,121,000 | +37.7% | 7,355 | +29.9% | 0.31% | +32.6% |
| Q2 2017 | $814,000 | +29.6% | 5,661 | +25.5% | 0.24% | +8.8% |
| Q1 2017 | $628,000 | – | 4,512 | – | 0.22% | – |
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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% |