SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 350 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,313,470 | -4.0% | 301,136 | -0.3% | 1.71% | -6.5% |
| Q1 2024 | $26,359,137 | +13.1% | 301,972 | -2.0% | 1.83% | +6.9% |
| Q4 2023 | $23,304,739 | +10.1% | 307,979 | +0.6% | 1.71% | +0.1% |
| 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/ | 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% |