SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 249 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |