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 | $695,515 | +46.2% | 10,060 | +51.5% | 0.08% | +62.5% |
| Q2 2023 | $475,762 | +43.3% | 6,640 | +36.9% | 0.05% | +33.3% |
| Q1 2023 | $332,003 | +47.8% | 4,851 | +41.1% | 0.04% | +28.6% |
| Q4 2022 | $224,574 | +4.5% | 3,437 | +18.7% | 0.03% | +7.7% |
| Q1 2022 | $215,000 | -8.9% | 2,895 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $236,000 | – | 2,895 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 62,824 | $14,411,000 | 8.28% |
| CABOT WEALTH MANAGEMENT INC | 12,251 | $1,269,000 | 0.38% |
| Courage Miller Partners, LLC | 2,909 | $301,000 | 0.25% |
| CONDOR CAPITAL MANAGEMENT | 5,762 | $597,000 | 0.20% |
| Freedom Investment Management, Inc. | 4,857 | $503,000 | 0.14% |
| B. Riley Wealth Advisors, Inc. | 2,330 | $241,000 | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,411 | $146,000 | 0.07% |
| LPL Financial LLC | 92,202 | $9,665,000 | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 12,888 | $1,335,000 | 0.06% |
| ASPIRIANT, LLC | 2,589 | $268,000 | 0.05% |