SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,175,528 | -4.0% | 17,002 | -0.5% | 1.09% | +4.0% |
| Q2 2023 | $1,223,927 | +1.2% | 17,082 | -3.4% | 1.04% | -1.0% |
| Q1 2023 | $1,209,709 | +4.0% | 17,675 | -0.8% | 1.06% | +1.0% |
| Q4 2022 | $1,163,648 | +7.6% | 17,809 | -0.7% | 1.05% | -3.5% |
| Q3 2022 | $1,081,863 | +0.5% | 17,926 | +1.5% | 1.08% | +8.0% |
| Q2 2022 | $1,077,000 | -14.2% | 17,664 | +4.4% | 1.00% | +8.0% |
| Q1 2022 | $1,255,000 | -8.7% | 16,914 | +0.4% | 0.93% | -5.0% |
| Q4 2021 | $1,374,000 | +5.7% | 16,849 | -2.0% | 0.98% | -2.6% |
| Q3 2021 | $1,300,000 | -2.3% | 17,187 | +0.1% | 1.00% | +0.3% |
| Q2 2021 | $1,331,000 | -1.0% | 17,166 | -4.0% | 1.00% | -4.0% |
| Q1 2021 | $1,344,000 | -5.8% | 17,890 | -13.0% | 1.04% | -4.6% |
| Q4 2020 | $1,426,000 | +10.6% | 20,568 | -8.4% | 1.09% | +0.7% |
| Q3 2020 | $1,289,000 | +2.1% | 22,460 | -4.3% | 1.09% | +7.5% |
| Q2 2020 | $1,263,000 | +10.0% | 23,477 | -12.4% | 1.01% | -1.6% |
| Q1 2020 | $1,148,000 | -16.6% | 26,799 | +11.2% | 1.03% | +7.1% |
| Q4 2019 | $1,376,000 | +6.3% | 24,100 | +0.0% | 0.96% | -0.3% |
| Q3 2019 | $1,294,000 | +3.7% | 24,096 | +4.8% | 0.96% | +2.3% |
| Q2 2019 | $1,248,000 | +13.9% | 22,989 | +10.2% | 0.94% | +10.0% |
| Q1 2019 | $1,096,000 | +80.0% | 20,859 | +57.1% | 0.85% | +57.9% |
| Q4 2018 | $609,000 | -37.9% | 13,279 | -24.2% | 0.54% | -38.5% |
| Q3 2018 | $980,000 | +12.6% | 17,509 | +8.8% | 0.88% | +3.7% |
| Q2 2018 | $870,000 | +9.7% | 16,100 | +219.8% | 0.85% | +8.4% |
| Q1 2018 | $793,000 | +13.6% | 5,034 | +12.2% | 0.78% | +15.7% |
| Q4 2017 | $698,000 | – | 4,487 | – | 0.68% | – |
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% |