SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,192,650 | -4.4% | 17,250 | -1.0% | 0.22% | -2.7% |
| Q2 2023 | $1,248,186 | +3.4% | 17,421 | -1.3% | 0.22% | -1.8% |
| Q1 2023 | $1,207,471 | +40.3% | 17,643 | +34.0% | 0.22% | +18.4% |
| Q4 2022 | $860,623 | +21.9% | 13,171 | +12.6% | 0.19% | +11.1% |
| Q3 2022 | $706,000 | +1.1% | 11,702 | +2.1% | 0.17% | +4.3% |
| Q2 2022 | $698,000 | -33.3% | 11,458 | -18.8% | 0.16% | -19.2% |
| Q1 2022 | $1,047,000 | -26.8% | 14,115 | -19.6% | 0.20% | -16.5% |
| Q4 2021 | $1,431,000 | +8.9% | 17,556 | +1.1% | 0.24% | +1.7% |
| Q3 2021 | $1,314,000 | -4.4% | 17,373 | -2.1% | 0.24% | -4.4% |
| Q2 2021 | $1,375,000 | +6.8% | 17,737 | +3.4% | 0.25% | -1.6% |
| Q1 2021 | $1,288,000 | +7.2% | 17,154 | -1.0% | 0.25% | -4.5% |
| Q4 2020 | $1,201,000 | +178.0% | 17,324 | +130.0% | 0.27% | +133.3% |
| Q3 2020 | $432,000 | – | 7,533 | – | 0.11% | – |
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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% |