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 | $576,509 | -3.1% | 6,858 | +0.6% | 0.04% | +5.9% |
| Q1 2024 | $595,106 | +16.6% | 6,818 | +1.1% | 0.03% | +3.0% |
| Q4 2023 | $510,167 | -6.0% | 6,742 | -19.4% | 0.03% | -15.4% |
| Q3 2023 | $542,488 | +20.8% | 8,367 | +33.5% | 0.04% | +21.9% |
| Q2 2023 | $449,131 | +12.3% | 6,268 | +7.3% | 0.03% | +10.3% |
| Q1 2023 | $399,858 | +9.3% | 5,843 | +4.4% | 0.03% | +7.4% |
| Q4 2022 | $365,705 | -0.9% | 5,597 | +12.6% | 0.03% | +12.5% |
| Q1 2022 | $369,000 | +38.7% | 4,969 | +52.4% | 0.02% | +41.2% |
| Q4 2021 | $266,000 | +16.7% | 3,260 | +8.3% | 0.02% | +13.3% |
| Q3 2021 | $228,000 | +1.3% | 3,010 | +0.3% | 0.02% | -6.2% |
| Q1 2021 | $225,000 | +8.2% | 3,000 | +0.1% | 0.02% | +14.3% |
| Q4 2020 | $208,000 | -12.6% | 2,998 | -42.4% | 0.01% | -56.2% |
| Q4 2018 | $238,000 | -48.0% | 5,201 | -36.5% | 0.03% | -37.3% |
| Q3 2018 | $458,000 | +3.4% | 8,188 | +0.0% | 0.05% | -5.6% |
| Q2 2018 | $443,000 | -0.9% | 8,187 | +188.2% | 0.05% | -6.9% |
| Q1 2018 | $447,000 | +2.1% | 2,841 | +0.8% | 0.06% | -3.3% |
| Q4 2017 | $438,000 | – | 2,818 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |