SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,652,052 | -6.4% | 67,285 | -3.0% | 0.70% | -6.4% |
| Q2 2023 | $4,972,162 | +11.4% | 69,395 | +6.4% | 0.75% | +4.0% |
| Q1 2023 | $4,465,075 | +7.4% | 65,241 | +2.5% | 0.72% | -9.5% |
| Q4 2022 | $4,158,853 | +9.8% | 63,649 | +1.4% | 0.80% | +6.0% |
| Q3 2022 | $3,786,000 | -3.7% | 62,742 | -2.7% | 0.75% | -3.6% |
| Q2 2022 | $3,931,000 | -17.2% | 64,484 | +0.8% | 0.78% | +2.5% |
| Q1 2022 | $4,748,000 | +94860.0% | 63,978 | +103090.3% | 0.76% | +75900.0% |
| Q1 2021 | $5,000 | +150.0% | 62 | +29.2% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -75.0% | 48 | -66.4% | 0.00% | -75.0% |
| Q4 2019 | $8,000 | -57.9% | 143 | -58.7% | 0.00% | -60.0% |
| Q3 2019 | $19,000 | 0.0% | 346 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $19,000 | +18.8% | 346 | +15.7% | 0.01% | +22.2% |
| Q1 2019 | $16,000 | +14.3% | 299 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $14,000 | -17.6% | 299 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 299 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | – | 299 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |