SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |