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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,445,534 | -9.0% | 173,699 | -13.1% | 0.04% | -11.8% |
| Q1 2023 | $13,676,023 | +32.8% | 199,825 | +26.8% | 0.05% | +27.5% |
| Q4 2022 | $10,295,559 | +24.4% | 157,569 | +14.9% | 0.04% | +14.3% |
| Q3 2022 | $8,274,000 | -10.0% | 137,098 | -9.1% | 0.04% | -2.8% |
| Q2 2022 | $9,195,000 | +7.5% | 150,836 | +30.9% | 0.04% | +20.0% |
| Q1 2022 | $8,552,000 | +69.9% | 115,247 | +86.6% | 0.03% | +76.5% |
| Q4 2021 | $5,035,000 | +33.7% | 61,760 | +24.0% | 0.02% | +30.8% |
| Q3 2021 | $3,767,000 | -3.6% | 49,801 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $3,907,000 | +0.5% | 50,405 | -2.7% | 0.01% | -7.1% |
| Q1 2021 | $3,889,000 | +12.4% | 51,784 | +3.7% | 0.01% | +7.7% |
| Q4 2020 | $3,461,000 | +9.0% | 49,920 | -9.8% | 0.01% | -7.1% |
| Q3 2020 | $3,175,000 | +0.6% | 55,321 | -5.7% | 0.01% | -6.7% |
| Q2 2020 | $3,156,000 | – | 58,664 | – | 0.02% | – |
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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% |