SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,315 | +12.1% | 6,513 | +16.2% | 0.13% | +9.1% |
| Q2 2023 | $401,598 | +3.7% | 5,605 | -0.9% | 0.12% | -6.2% |
| Q1 2023 | $387,256 | +4.8% | 5,658 | +0.0% | 0.13% | -2.3% |
| Q4 2022 | $369,563 | +5.9% | 5,656 | -2.1% | 0.13% | -2.2% |
| Q3 2022 | $349,000 | -2.5% | 5,778 | -1.7% | 0.14% | +0.7% |
| Q2 2022 | $358,000 | -17.9% | 5,878 | 0.0% | 0.13% | -5.6% |
| Q1 2022 | $436,000 | -17.7% | 5,878 | -9.6% | 0.14% | -17.9% |
| Q4 2021 | $530,000 | +6.2% | 6,501 | -1.4% | 0.17% | +17.7% |
| Q3 2021 | $499,000 | -2.7% | 6,596 | -0.4% | 0.15% | -3.3% |
| Q2 2021 | $513,000 | +39.4% | 6,620 | +35.1% | 0.15% | +20.6% |
| Q1 2021 | $368,000 | +7.0% | 4,900 | -1.1% | 0.13% | +2.4% |
| Q4 2020 | $344,000 | +17.0% | 4,957 | -3.1% | 0.12% | +1.7% |
| Q3 2020 | $294,000 | +1.4% | 5,117 | -5.2% | 0.12% | -23.4% |
| Q2 2020 | $290,000 | -22.9% | 5,400 | -38.5% | 0.16% | -39.5% |
| Q1 2020 | $376,000 | +31.0% | 8,785 | +75.0% | 0.26% | +83.8% |
| Q4 2019 | $287,000 | +13.0% | 5,020 | +6.0% | 0.14% | -5.3% |
| Q3 2019 | $254,000 | +9.5% | 4,735 | +10.7% | 0.15% | +4.9% |
| Q2 2019 | $232,000 | -49.2% | 4,276 | -57.1% | 0.14% | -59.6% |
| Q4 2018 | $457,000 | -9.7% | 9,964 | +10.1% | 0.35% | -0.3% |
| Q3 2018 | $506,000 | +17.7% | 9,046 | +13.5% | 0.36% | -7.1% |
| Q2 2018 | $430,000 | +88.6% | 7,968 | +465.5% | 0.38% | +79.3% |
| Q4 2017 | $228,000 | – | 1,409 | – | 0.21% | – |
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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% |