SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 145 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,440,905 | +8.4% | 171,793 | +12.6% | 4.17% | +8.0% |
| Q1 2024 | $13,318,872 | +11.8% | 152,582 | -3.1% | 3.86% | +4.8% |
| Q4 2023 | $11,909,489 | +12.1% | 157,387 | +2.5% | 3.68% | -1.0% |
| Q3 2023 | $10,620,461 | -3.0% | 153,608 | +0.6% | 3.72% | -0.6% |
| Q2 2023 | $10,944,025 | +7.9% | 152,743 | +3.1% | 3.74% | +4.0% |
| Q1 2023 | $10,139,618 | +6.0% | 148,153 | +1.2% | 3.60% | +2.6% |
| Q4 2022 | $9,563,339 | +13.9% | 146,363 | +5.2% | 3.51% | -0.8% |
| Q3 2022 | $8,394,000 | +0.1% | 139,091 | +2.3% | 3.54% | +3.9% |
| Q2 2022 | $8,383,000 | -11.2% | 135,971 | +7.7% | 3.40% | +0.2% |
| Q1 2022 | $9,437,000 | -2.3% | 126,295 | +6.6% | 3.40% | -1.4% |
| Q4 2021 | $9,655,000 | +11.4% | 118,424 | +4.5% | 3.45% | +3.4% |
| Q3 2021 | $8,670,000 | -0.4% | 113,331 | +1.9% | 3.33% | -0.7% |
| Q2 2021 | $8,704,000 | +6.7% | 111,207 | +2.4% | 3.36% | -0.1% |
| Q1 2021 | $8,154,000 | +3.4% | 108,557 | -4.6% | 3.36% | -2.3% |
| Q4 2020 | $7,887,000 | +23.1% | 113,757 | +1.9% | 3.44% | +1.9% |
| Q3 2020 | $6,408,000 | +10.8% | 111,664 | +3.9% | 3.37% | -0.1% |
| Q2 2020 | $5,781,000 | +0.3% | 107,483 | -20.1% | 3.38% | -15.3% |
| Q1 2020 | $5,761,000 | +28.5% | 134,534 | +71.2% | 3.98% | +64.1% |
| Q4 2019 | $4,485,000 | +12.5% | 78,562 | +5.9% | 2.43% | +5.3% |
| Q3 2019 | $3,985,000 | +2.7% | 74,177 | +3.7% | 2.30% | -7.9% |
| Q2 2019 | $3,881,000 | +10.3% | 71,504 | +6.8% | 2.50% | -5.0% |
| Q1 2019 | $3,518,000 | +18.4% | 66,952 | +3.3% | 2.64% | +15.2% |
| Q4 2018 | $2,971,000 | -40.4% | 64,789 | -27.2% | 2.29% | -40.4% |
| Q3 2018 | $4,982,000 | +5.0% | 89,040 | +1.3% | 3.84% | -9.3% |
| Q2 2018 | $4,746,000 | +6.2% | 87,867 | +209.6% | 4.23% | +9.5% |
| Q1 2018 | $4,468,000 | +7.2% | 28,378 | +5.9% | 3.87% | -1.5% |
| Q4 2017 | $4,168,000 | – | 26,806 | – | 3.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |