SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,380,459 | -2.1% | 19,966 | +1.5% | 0.27% | 0.0% |
| Q2 2023 | $1,409,576 | +2.9% | 19,673 | -1.7% | 0.27% | -4.2% |
| Q1 2023 | $1,369,895 | +5.7% | 20,016 | +0.9% | 0.28% | -4.0% |
| Q4 2022 | $1,296,215 | +8.3% | 19,838 | 0.0% | 0.30% | +4.6% |
| Q3 2022 | $1,197,000 | -12.4% | 19,838 | 0.0% | 0.28% | -1.0% |
| Q2 2022 | $1,367,000 | -12.7% | 19,838 | -6.0% | 0.29% | -11.7% |
| Q1 2022 | $1,565,000 | -0.8% | 21,094 | 0.0% | 0.32% | -1.5% |
| Q4 2021 | $1,578,000 | -91.1% | 21,094 | -91.0% | 0.33% | -91.8% |
| Q3 2021 | $17,765,000 | +2.4% | 234,833 | +4.9% | 4.02% | +1.3% |
| Q2 2021 | $17,351,000 | -4.3% | 223,820 | -7.7% | 3.97% | -9.1% |
| Q1 2021 | $18,124,000 | +1032.8% | 242,368 | +1063.2% | 4.36% | +977.8% |
| Q4 2020 | $1,600,000 | -84.4% | 20,837 | -88.3% | 0.40% | -88.5% |
| Q3 2020 | $10,260,000 | -4.3% | 178,773 | -1.1% | 3.51% | -6.3% |
| Q2 2020 | $10,716,000 | +44.2% | 180,731 | +4.2% | 3.75% | +8.6% |
| Q1 2020 | $7,429,000 | -18.9% | 173,491 | +8.2% | 3.45% | -3.4% |
| Q4 2019 | $9,155,000 | +759.6% | 160,358 | +709.1% | 3.57% | +683.1% |
| Q3 2019 | $1,065,000 | -88.5% | 19,820 | -88.5% | 0.46% | -88.8% |
| Q2 2019 | $9,263,000 | +10.6% | 172,243 | +8.0% | 4.09% | +7.2% |
| Q1 2019 | $8,377,000 | +7.5% | 159,416 | +5.5% | 3.81% | +9.1% |
| Q4 2018 | $7,793,000 | – | 151,165 | – | 3.50% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |