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 2021 | $8,000 | -80.0% | 102 | -80.6% | 0.00% | -85.7% |
| Q3 2021 | $40,000 | -18.4% | 525 | -16.3% | 0.01% | -22.2% |
| Q2 2021 | $49,000 | +4.3% | 627 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $47,000 | +9.3% | 627 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $43,000 | +19.4% | 627 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $36,000 | +28.6% | 627 | +19.4% | 0.01% | +28.6% |
| Q2 2020 | $28,000 | +3.7% | 525 | -16.3% | 0.01% | -12.5% |
| Q1 2020 | $27,000 | -25.0% | 627 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $36,000 | +28.6% | 627 | +19.4% | 0.01% | +12.5% |
| Q3 2019 | $28,000 | 0.0% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | -85.4% | 525 | -85.7% | 0.01% | -84.6% |
| Q1 2019 | $192,000 | -13.5% | 3,660 | -24.3% | 0.05% | -21.2% |
| Q4 2018 | $222,000 | – | 4,835 | – | 0.07% | – |
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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% |