SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -83.3% | 27 | -81.6% | 0.00% | -100.0% |
| Q4 2021 | $12,000 | -25.0% | 147 | -28.6% | 0.00% | -33.3% |
| Q3 2021 | $16,000 | -5.9% | 206 | -3.3% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 213 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $16,000 | +1500.0% | 213 | +2266.7% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | – | 9 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 9 | -92.4% | 0.00% | -100.0% |
| Q1 2020 | $5,000 | -16.7% | 119 | +19.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |