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 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% | – |
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% |