SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 161 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,729,000 | -6.8% | 30,119 | -12.7% | 0.41% | -17.1% |
| Q2 2020 | $1,856,000 | +273.4% | 34,506 | +197.4% | 0.49% | +198.8% |
| Q1 2020 | $497,000 | +185.6% | 11,603 | +280.7% | 0.16% | +209.4% |
| Q4 2019 | $174,000 | -85.0% | 3,048 | -85.3% | 0.05% | -85.4% |
| Q3 2018 | $1,162,000 | -29.5% | 20,772 | -31.9% | 0.36% | -49.8% |
| Q2 2018 | $1,648,000 | -66.6% | 30,516 | -2.5% | 0.72% | -54.9% |
| Q1 2018 | $4,929,000 | +334.3% | 31,310 | +328.7% | 1.60% | +218.7% |
| Q4 2017 | $1,135,000 | – | 7,303 | – | 0.50% | – |
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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% |