SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,033 | -13.8% | 35,552 | -10.7% | 0.24% | -15.1% |
| Q2 2023 | $2,852,019 | +3.0% | 39,805 | -1.7% | 0.28% | -5.3% |
| Q1 2023 | $2,770,197 | +3.4% | 40,476 | -1.3% | 0.30% | -6.2% |
| Q4 2022 | $2,679,902 | -32.6% | 41,015 | -37.7% | 0.32% | -43.2% |
| Q3 2022 | $3,974,000 | +16458.3% | 65,850 | +16698.5% | 0.56% | +14025.0% |
| Q2 2022 | $24,000 | -20.0% | 392 | -3.0% | 0.00% | -20.0% |
| Q1 2022 | $30,000 | -53.1% | 404 | -48.3% | 0.01% | -50.0% |
| Q4 2021 | $64,000 | +120.7% | 782 | +103.6% | 0.01% | +66.7% |
| Q3 2021 | $29,000 | – | 384 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |