SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,389,000 | -2.4% | 58,019 | -0.0% | 2.46% | -2.4% |
| Q2 2021 | $4,498,000 | +5.1% | 58,027 | +1.9% | 2.52% | -2.6% |
| Q1 2021 | $4,278,000 | +9.8% | 56,952 | +1.3% | 2.59% | -0.9% |
| Q4 2020 | $3,896,000 | +15.4% | 56,200 | -4.5% | 2.61% | +1.2% |
| Q3 2020 | $3,377,000 | +2.0% | 58,850 | -4.4% | 2.58% | -5.8% |
| Q2 2020 | $3,310,000 | +7.2% | 61,540 | -14.7% | 2.74% | -11.0% |
| Q1 2020 | $3,089,000 | -31.2% | 72,130 | -8.2% | 3.08% | -10.5% |
| Q4 2019 | $4,487,000 | +1.8% | 78,601 | -4.2% | 3.44% | -3.0% |
| Q3 2019 | $4,407,000 | -1.4% | 82,037 | -0.4% | 3.54% | -2.0% |
| Q2 2019 | $4,470,000 | +7.5% | 82,351 | +4.0% | 3.62% | +0.3% |
| Q1 2019 | $4,160,000 | +15.1% | 79,167 | +0.4% | 3.60% | -14.9% |
| Q4 2018 | $3,614,000 | -16.5% | 78,818 | +1.9% | 4.23% | -3.8% |
| Q3 2018 | $4,328,000 | +0.9% | 77,362 | -2.6% | 4.40% | +11.4% |
| Q2 2018 | $4,289,000 | +1.6% | 79,416 | +196.1% | 3.95% | -1.5% |
| Q1 2018 | $4,223,000 | -4.1% | 26,824 | -5.3% | 4.01% | -4.8% |
| Q4 2017 | $4,405,000 | – | 28,334 | – | 4.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |