SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,584,311 | -1.1% | 427,890 | +2.5% | 3.09% | -5.8% |
| Q2 2023 | $29,907,993 | -7.2% | 417,418 | -11.3% | 3.28% | -4.5% |
| Q1 2023 | $32,223,268 | +11.5% | 470,825 | +6.4% | 3.43% | +4.2% |
| Q4 2022 | $28,910,649 | -7.0% | 442,465 | -14.1% | 3.29% | -8.9% |
| Q3 2022 | $31,088,000 | -5.4% | 515,130 | -4.5% | 3.61% | +5.7% |
| Q2 2022 | $32,870,000 | -13.5% | 539,209 | +5.3% | 3.42% | -0.0% |
| Q1 2022 | $38,002,000 | -24.6% | 512,091 | -17.2% | 3.42% | -9.5% |
| Q4 2021 | $50,431,000 | +8.6% | 618,558 | +2.6% | 3.78% | -0.4% |
| Q3 2021 | $46,427,000 | +1.5% | 603,007 | +2.1% | 3.80% | -0.7% |
| Q2 2021 | $45,762,000 | +7.6% | 590,320 | +4.3% | 3.82% | -1.2% |
| Q1 2021 | $42,530,000 | +17.1% | 566,235 | +8.1% | 3.87% | +8.1% |
| Q4 2020 | $36,304,000 | +24.5% | 523,640 | +3.0% | 3.58% | +10.6% |
| Q3 2020 | $29,164,000 | +9.0% | 508,179 | +2.2% | 3.24% | +2.1% |
| Q2 2020 | $26,752,000 | +51.3% | 497,342 | +20.5% | 3.17% | +28.0% |
| Q1 2020 | $17,678,000 | -47.8% | 412,851 | -30.4% | 2.48% | +38.4% |
| Q4 2019 | $33,866,000 | +357.1% | 593,201 | +330.1% | 1.79% | +77.1% |
| Q3 2019 | $7,409,000 | +3586.1% | 137,917 | +3608.4% | 1.01% | +1671.9% |
| Q2 2019 | $201,000 | – | 3,719 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |