SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | -50.0% | 52 | -63.1% | 0.00% | -100.0% |
| Q3 2020 | $8,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | -27.3% | 141 | -38.4% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -8.3% | 229 | +6.5% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +22.2% | 215 | +4.9% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 205 | +0.5% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | -9.1% | 204 | 0.0% | 0.00% | -50.0% |
| Q2 2018 | $11,000 | +22.2% | 204 | +264.3% | 0.00% | +100.0% |
| Q1 2018 | $9,000 | -50.0% | 56 | -52.1% | 0.00% | -66.7% |
| Q4 2017 | $18,000 | – | 117 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |