SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 300 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $174,929 | +184.7% | 2,081 | +195.6% | 0.00% | – |
| Q1 2024 | $61,452 | -28.7% | 704 | -38.2% | 0.00% | – |
| Q4 2023 | $86,188 | +77.1% | 1,139 | +61.8% | 0.00% | – |
| Q3 2023 | $48,675 | -99.7% | 704 | -99.8% | 0.00% | -100.0% |
| Q2 2023 | $14,474,521 | +38777.6% | 354,507 | +65066.7% | 0.05% | – |
| Q1 2023 | $37,231 | -30.1% | 544 | -33.3% | 0.00% | – |
| Q4 2022 | $53,252 | -79.8% | 815 | -81.1% | 0.00% | -100.0% |
| Q2 2022 | $263,000 | +630.6% | 4,315 | +784.2% | 0.00% | – |
| Q1 2022 | $36,000 | -78.8% | 488 | -76.6% | 0.00% | -100.0% |
| Q4 2021 | $170,000 | +153.7% | 2,087 | +134.0% | 0.00% | 0.0% |
| Q3 2021 | $67,000 | +3250.0% | 892 | +3778.3% | 0.00% | – |
| Q2 2021 | $2,000 | – | 23 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |