SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,551 | -3.5% | 196 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $14,043 | -0.9% | 196 | -5.3% | 0.01% | 0.0% |
| Q1 2023 | $14,167 | +101092.9% | 207 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $14 | -99.9% | 207 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 207 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $13,000 | -45.8% | 207 | -31.0% | 0.01% | -37.5% |
| Q4 2021 | $24,000 | +4.3% | 300 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $23,000 | 0.0% | 300 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $23,000 | 0.0% | 300 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $23,000 | 0.0% | 300 | -9.6% | 0.01% | -21.4% |
| Q4 2020 | $23,000 | +53.3% | 332 | +30.2% | 0.01% | +27.3% |
| Q3 2020 | $15,000 | -37.5% | 255 | -43.0% | 0.01% | -38.9% |
| Q2 2020 | $24,000 | +100.0% | 447 | +62.5% | 0.02% | +80.0% |
| Q1 2020 | $12,000 | – | 275 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 68,370 | $25,664,731,000 | 15.66% |
| Centerpoint Advisors, LLC | 151,844 | $8,669,000 | 6.38% |
| McAdam, LLC | 385,675 | $22,018,000 | 5.32% |
| FAS Wealth Partners, Inc. | 533,182 | $30,439,000 | 5.12% |
| Pensionmark Financial Group, LLC | 160,358 | $9,155,000 | 3.57% |
| Harborview Advisors, LLC | 78,601 | $4,487,000 | 3.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 118,424 | $6,761,000 | 3.39% |
| Krilogy Financial LLC | 356,126 | $20,331,000 | 3.34% |
| Total Wealth Planning, LLC | 96,990 | $5,537,000 | 2.95% |
| Financial Strategies Group, Inc. | 59,487 | $3,396,000 | 2.74% |