SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,538,325 | -3.2% | 36,713 | +0.3% | 0.36% | +6.3% |
| Q2 2023 | $2,623,414 | +13.8% | 36,614 | +8.7% | 0.34% | +17.5% |
| Q1 2023 | $2,304,491 | +5.0% | 33,672 | +0.2% | 0.28% | +4.4% |
| Q4 2022 | $2,195,063 | +4.4% | 33,594 | -3.6% | 0.27% | -5.2% |
| Q3 2022 | $2,103,000 | -0.9% | 34,848 | +0.1% | 0.29% | +7.5% |
| Q2 2022 | $2,122,000 | -18.2% | 34,807 | -0.4% | 0.27% | -1.1% |
| Q1 2022 | $2,593,000 | -8.4% | 34,948 | +0.6% | 0.27% | -9.7% |
| Q4 2021 | $2,831,000 | +18.0% | 34,725 | +9.5% | 0.30% | +14.5% |
| Q3 2021 | $2,400,000 | -5.5% | 31,725 | -3.2% | 0.26% | -2.2% |
| Q2 2021 | $2,541,000 | +11.1% | 32,781 | +7.6% | 0.27% | +11.7% |
| Q1 2021 | $2,288,000 | +8.4% | 30,461 | +0.1% | 0.24% | -14.9% |
| Q4 2020 | $2,111,000 | +28.3% | 30,445 | +6.2% | 0.28% | +4.8% |
| Q3 2020 | $1,646,000 | +6.7% | 28,681 | +0.0% | 0.27% | +10.7% |
| Q2 2020 | $1,542,000 | +25.8% | 28,667 | +0.1% | 0.24% | +11.5% |
| Q1 2020 | $1,226,000 | -27.8% | 28,638 | -3.7% | 0.22% | +21.1% |
| Q4 2019 | $1,698,000 | +14.3% | 29,744 | +7.6% | 0.18% | +14.6% |
| Q3 2019 | $1,485,000 | -0.9% | 27,642 | +0.1% | 0.16% | +7.5% |
| Q2 2019 | $1,498,000 | +5.8% | 27,605 | +2.5% | 0.15% | +15.0% |
| Q1 2019 | $1,416,000 | +20.5% | 26,940 | +5.1% | 0.13% | +8.5% |
| Q4 2018 | $1,175,000 | -14.0% | 25,626 | +5.0% | 0.12% | +19.4% |
| Q3 2018 | $1,366,000 | +9.9% | 24,406 | +6.0% | 0.10% | +14.0% |
| Q2 2018 | $1,243,000 | +81.2% | 23,016 | +428.1% | 0.09% | +91.1% |
| Q1 2018 | $686,000 | +21.0% | 4,358 | +19.6% | 0.04% | +28.6% |
| Q4 2017 | $567,000 | +6.6% | 3,645 | +1.0% | 0.04% | +20.7% |
| Q3 2017 | $532,000 | +3.1% | 3,608 | +0.2% | 0.03% | +16.0% |
| Q2 2017 | $516,000 | +43.7% | 3,602 | +39.6% | 0.02% | +56.2% |
| Q1 2017 | $359,000 | – | 2,580 | – | 0.02% | – |
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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% |