SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,845,138 | -5.9% | 359,320 | -2.4% | 0.04% | -21.3% |
Q2 2023 | $26,394,377 | -24.3% | 368,232 | -27.8% | 0.05% | -28.8% |
Q1 2023 | $34,868,999 | +59.4% | 509,699 | +52.2% | 0.07% | +50.0% |
Q4 2022 | $21,880,828 | +7.2% | 334,866 | -1.0% | 0.04% | -6.4% |
Q3 2022 | $20,420,000 | -2.0% | 338,363 | -0.9% | 0.05% | +2.2% |
Q2 2022 | $20,832,000 | -18.5% | 341,443 | -6.7% | 0.05% | -8.0% |
Q1 2022 | $25,561,000 | -20.9% | 365,988 | -7.6% | 0.05% | -18.0% |
Q4 2021 | $32,296,000 | -47.5% | 396,113 | -51.3% | 0.06% | -52.3% |
Q3 2021 | $61,548,000 | +7.7% | 813,378 | +10.5% | 0.13% | +3.2% |
Q2 2021 | $57,165,000 | +13.1% | 736,339 | +9.4% | 0.12% | +1.6% |
Q1 2021 | $50,562,000 | -75.5% | 673,041 | -77.4% | 0.12% | -77.9% |
Q4 2020 | $206,735,000 | +583.1% | 2,981,454 | +464.8% | 0.55% | +506.6% |
Q3 2020 | $30,266,000 | -86.8% | 527,838 | -87.6% | 0.09% | -88.2% |
Q2 2020 | $229,757,000 | +1029.9% | 4,270,831 | +792.8% | 0.77% | +828.9% |
Q1 2020 | $20,335,000 | – | 478,386 | – | 0.08% | – |
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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% |