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/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |