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 | $104,056 | -3.5% | 1,505 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $107,834 | -23.5% | 1,505 | -26.9% | 0.00% | -50.0% |
| Q1 2023 | $140,918 | -4.1% | 2,059 | -48.2% | 0.00% | -50.0% |
| Q4 2022 | $147,000 | -34.4% | 3,978 | +37.6% | 0.00% | -33.3% |
| Q2 2021 | $224,000 | -15.8% | 2,891 | -18.5% | 0.01% | -25.0% |
| Q1 2021 | $266,000 | +8.1% | 3,546 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $246,000 | +21.2% | 3,545 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $203,000 | – | 3,545 | – | 0.01% | – |
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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% |