SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,126 | -3.5% | 132 | 0.0% | 0.00% | – |
| Q2 2023 | $9,458 | +4.7% | 132 | 0.0% | 0.00% | – |
| Q1 2023 | $9,034 | -89.7% | 132 | -90.1% | 0.00% | -100.0% |
| Q4 2022 | $87,294 | +7.8% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $81,000 | 0.0% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $81,000 | -19.8% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -7.3% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $109,000 | +7.9% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $101,000 | -2.9% | 1,336 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $104,000 | +15.6% | 1,336 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $90,000 | +8.4% | 1,204 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $83,000 | +20.3% | 1,204 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $69,000 | +7.8% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $64,000 | +25.5% | 1,204 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $51,000 | -26.1% | 1,204 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $69,000 | +6.2% | 1,204 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $65,000 | 0.0% | 1,204 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $65,000 | +3.2% | 1,204 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $63,000 | +14.5% | 1,204 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $55,000 | +7.8% | 1,204 | +33.2% | 0.01% | +33.3% |
| Q3 2018 | $51,000 | – | 904 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |