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 | $21,157,790 | -4.9% | 306,014 | -1.4% | 1.71% | -4.7% |
| Q2 2023 | $22,239,062 | +4.4% | 310,385 | -0.3% | 1.80% | -2.2% |
| Q1 2023 | $21,304,796 | +3.5% | 311,292 | -1.2% | 1.84% | +1.6% |
| Q4 2022 | $20,588,294 | +10.2% | 315,095 | +1.8% | 1.81% | -1.5% |
| Q3 2022 | $18,681,000 | +1.4% | 309,540 | +2.5% | 1.83% | +1.9% |
| Q2 2022 | $18,417,000 | -13.9% | 302,110 | +4.8% | 1.80% | -0.9% |
| Q1 2022 | $21,385,000 | +0.3% | 288,166 | +10.2% | 1.82% | -0.8% |
| Q4 2021 | $21,327,000 | +7.7% | 261,590 | -0.1% | 1.83% | -1.0% |
| Q3 2021 | $19,809,000 | -2.6% | 261,856 | -0.2% | 1.85% | -5.1% |
| Q2 2021 | $20,335,000 | +2.9% | 262,326 | -0.3% | 1.95% | -4.6% |
| Q1 2021 | $19,757,000 | +7.3% | 263,035 | -1.0% | 2.04% | -3.9% |
| Q4 2020 | $18,413,000 | +20.4% | 265,591 | -0.4% | 2.12% | +3.3% |
| Q3 2020 | $15,296,000 | +3.6% | 266,532 | -2.9% | 2.06% | -8.9% |
| Q2 2020 | $14,768,000 | +34.2% | 274,557 | +6.9% | 2.26% | +0.6% |
| Q1 2020 | $11,001,000 | +4353.8% | 256,912 | +5826.5% | 2.24% | +5510.0% |
| Q4 2019 | $247,000 | +6.0% | 4,335 | 0.0% | 0.04% | -4.8% |
| Q3 2019 | $233,000 | +8.9% | 4,335 | +10.2% | 0.04% | +5.0% |
| Q2 2019 | $214,000 | +3.4% | 3,935 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $207,000 | – | 3,935 | – | 0.04% | – |
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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% |