SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 158 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,139,072 | -8.0% | 30,938 | -4.6% | 0.56% | -4.8% |
| Q2 2023 | $2,324,489 | +4.5% | 32,442 | -0.1% | 0.59% | +1.6% |
| Q1 2023 | $2,223,429 | +1.4% | 32,487 | -3.1% | 0.58% | -2.5% |
| Q4 2022 | $2,191,652 | +8.2% | 33,542 | -0.1% | 0.59% | -4.4% |
| Q3 2022 | $2,025,000 | -1.3% | 33,562 | -0.3% | 0.62% | +0.5% |
| Q2 2022 | $2,051,000 | -17.9% | 33,650 | -0.1% | 0.62% | -12.6% |
| Q1 2022 | $2,499,000 | -9.8% | 33,675 | -0.9% | 0.71% | -15.9% |
| Q4 2021 | $2,770,000 | +7.5% | 33,978 | -0.3% | 0.84% | -3.6% |
| Q3 2021 | $2,577,000 | -2.8% | 34,065 | -0.4% | 0.87% | -5.1% |
| Q2 2021 | $2,651,000 | +3.0% | 34,200 | -0.2% | 0.92% | -5.5% |
| Q1 2021 | $2,574,000 | +6.8% | 34,265 | -1.5% | 0.97% | +2.2% |
| Q4 2020 | $2,411,000 | +20.1% | 34,771 | -0.6% | 0.95% | -2.6% |
| Q3 2020 | $2,008,000 | +2.8% | 34,983 | -3.7% | 0.97% | -0.7% |
| Q2 2020 | $1,954,000 | +42.2% | 36,324 | +13.2% | 0.98% | +14.5% |
| Q1 2020 | $1,374,000 | +1.2% | 32,091 | +35.0% | 0.86% | +36.9% |
| Q4 2019 | $1,358,000 | +14.4% | 23,778 | +7.7% | 0.63% | +4.0% |
| Q3 2019 | $1,187,000 | -0.3% | 22,087 | +0.7% | 0.60% | -3.1% |
| Q2 2019 | $1,190,000 | +8.9% | 21,927 | +5.5% | 0.62% | +6.5% |
| Q1 2019 | $1,093,000 | +38.7% | 20,792 | +21.0% | 0.58% | +6.0% |
| Q4 2018 | $788,000 | -3.3% | 17,179 | +18.0% | 0.55% | +18.0% |
| Q3 2018 | $815,000 | +35.2% | 14,558 | +30.4% | 0.47% | +33.1% |
| Q2 2018 | $603,000 | +38.0% | 11,160 | +302.0% | 0.35% | +31.6% |
| Q1 2018 | $437,000 | – | 2,776 | – | 0.27% | – |
Download | ||||||
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% |