SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 171 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $218,000 | -91.1% | 5,100 | -88.1% | 0.07% | -89.7% |
| Q4 2019 | $2,455,000 | +12.2% | 42,999 | +2.9% | 0.65% | -4.3% |
| Q3 2019 | $2,188,000 | -2.6% | 41,781 | +0.9% | 0.68% | -6.7% |
| Q2 2019 | $2,247,000 | -1.5% | 41,398 | -4.6% | 0.73% | -3.7% |
| Q1 2019 | $2,281,000 | -0.2% | 43,405 | -6.0% | 0.75% | -6.7% |
| Q4 2018 | $2,286,000 | -19.5% | 46,191 | -9.0% | 0.81% | -14.3% |
| Q3 2018 | $2,840,000 | -7.4% | 50,764 | -10.6% | 0.94% | -16.7% |
| Q2 2018 | $3,066,000 | -47.0% | 56,763 | +54.6% | 1.13% | -49.5% |
| Q1 2018 | $5,780,000 | +1.3% | 36,713 | 0.0% | 2.24% | -9.2% |
| Q4 2017 | $5,708,000 | – | 36,713 | – | 2.47% | – |
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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% |