SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,651 | -62.9% | 8,297 | -50.2% | 0.03% | -23.5% |
| Q2 2023 | $1,547,695 | +66.8% | 16,648 | +105.0% | 0.03% | -15.0% |
| Q1 2023 | $928,070 | +20963.8% | 8,121 | -78.9% | 0.04% | -66.1% |
| Q4 2022 | $4,406 | -99.9% | 38,553 | -1.5% | 0.12% | +0.9% |
| Q3 2022 | $4,479,000 | +77.4% | 39,156 | +77.6% | 0.12% | +48.1% |
| Q2 2022 | $2,525,000 | -33.9% | 22,051 | -33.9% | 0.08% | +64.6% |
| Q1 2022 | $3,819,000 | +328.6% | 33,351 | +207.0% | 0.05% | +182.4% |
| Q4 2021 | $891,000 | +8.8% | 10,864 | +0.9% | 0.02% | +6.2% |
| Q3 2021 | $819,000 | -1.7% | 10,765 | +0.1% | 0.02% | -5.9% |
| Q2 2021 | $833,000 | -61.8% | 10,757 | -63.0% | 0.02% | -59.5% |
| Q1 2021 | $2,178,000 | +0.7% | 29,071 | -6.7% | 0.04% | -52.3% |
| Q4 2020 | $2,163,000 | +299.8% | 31,164 | +231.3% | 0.09% | +175.0% |
| Q3 2020 | $541,000 | -76.1% | 9,407 | -77.9% | 0.03% | -82.2% |
| Q2 2020 | $2,267,000 | +736.5% | 42,641 | +568.7% | 0.18% | +566.7% |
| Q1 2020 | $271,000 | -84.9% | 6,377 | -79.6% | 0.03% | -80.0% |
| Q4 2019 | $1,793,000 | -31.5% | 31,202 | -36.2% | 0.14% | -22.9% |
| Q3 2019 | $2,616,000 | +177.7% | 48,934 | +173.0% | 0.18% | +35.7% |
| Q1 2019 | $942,000 | -21.3% | 17,922 | -32.1% | 0.13% | +76.7% |
| Q4 2018 | $1,197,000 | -6.6% | 26,410 | +15.3% | 0.07% | +40.4% |
| Q3 2018 | $1,282,000 | +425.4% | 22,913 | +408.2% | 0.05% | +420.0% |
| Q2 2018 | $244,000 | +34.1% | 4,509 | +284.4% | 0.01% | +25.0% |
| Q1 2018 | $182,000 | 0.0% | 1,173 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $182,000 | +5.8% | 1,173 | +0.7% | 0.01% | +14.3% |
| Q3 2017 | $172,000 | -20.0% | 1,165 | -22.3% | 0.01% | -22.2% |
| Q2 2017 | $215,000 | -63.2% | 1,499 | -64.3% | 0.01% | -64.0% |
| Q1 2017 | $585,000 | +31.2% | 4,203 | +25.4% | 0.02% | +13.6% |
| Q4 2016 | $446,000 | +6.7% | 3,353 | +2.4% | 0.02% | 0.0% |
| Q3 2016 | $418,000 | +20.1% | 3,274 | +15.8% | 0.02% | +15.8% |
| Q2 2016 | $348,000 | -63.1% | 2,828 | -84.2% | 0.02% | -85.3% |
| Q1 2016 | $942,000 | +207.8% | 17,922 | +589.0% | 0.13% | +514.3% |
| Q4 2015 | $306,000 | – | 2,601 | – | 0.02% | – |
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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% |