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/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |