SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,111,524 | -21.0% | 45,003 | -18.1% | 0.10% | -20.0% |
| Q2 2023 | $3,938,429 | -30.9% | 54,968 | -34.0% | 0.12% | -34.8% |
| Q1 2023 | $5,696,450 | +3.8% | 83,233 | -0.9% | 0.18% | -2.1% |
| Q4 2022 | $5,487,611 | +8.3% | 83,985 | +0.0% | 0.19% | -20.3% |
| Q3 2022 | $5,067,000 | +4.0% | 83,956 | +5.0% | 0.24% | +3.1% |
| Q2 2022 | $4,874,000 | -7.4% | 79,957 | +12.7% | 0.23% | +1.8% |
| Q1 2022 | $5,263,000 | -8.1% | 70,924 | +1.0% | 0.22% | +0.9% |
| Q4 2021 | $5,724,000 | +7.9% | 70,212 | +0.1% | 0.22% | -12.9% |
| Q3 2021 | $5,307,000 | +1.4% | 70,154 | +3.9% | 0.26% | -7.6% |
| Q2 2021 | $5,232,000 | +11.3% | 67,494 | +7.8% | 0.28% | +3.7% |
| Q1 2021 | $4,701,000 | +12.1% | 62,582 | +3.5% | 0.27% | +3.9% |
| Q4 2020 | $4,192,000 | +29.1% | 60,468 | +6.9% | 0.26% | +13.2% |
| Q3 2020 | $3,246,000 | – | 56,563 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |