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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $47,862 | +4.7% | 668 | 0.0% | 0.10% | +12.0% |
| Q1 2023 | $45,718 | +4.7% | 668 | 0.0% | 0.09% | -6.1% |
| Q4 2022 | $43,647 | -93.5% | 668 | -94.2% | 0.10% | -60.2% |
| Q4 2019 | $675,000 | +20.5% | 11,503 | +12.6% | 0.25% | +10.3% |
| Q3 2019 | $560,000 | +10.2% | 10,219 | +9.1% | 0.22% | -3.5% |
| Q2 2019 | $508,000 | +83.4% | 9,366 | +100.6% | 0.23% | +71.1% |
| Q4 2018 | $277,000 | +6.9% | 4,669 | 0.0% | 0.14% | +15.4% |
| Q2 2018 | $259,000 | -58.5% | 4,669 | +14.3% | 0.12% | -60.1% |
| Q4 2017 | $624,000 | – | 4,084 | – | 0.29% | – |
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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, INC. | 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% |