SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,210 | -13.1% | 5,036 | -10.0% | 0.01% | -12.5% |
| Q2 2023 | $400,757 | +13.7% | 5,593 | +8.6% | 0.01% | -42.9% |
| Q1 2023 | $352,568 | +2.1% | 5,151 | -2.6% | 0.01% | +7.7% |
| Q4 2022 | $345,431 | +9.7% | 5,287 | +1.3% | 0.01% | -27.8% |
| Q3 2022 | $315,000 | -20.1% | 5,220 | -19.3% | 0.02% | -25.0% |
| Q2 2022 | $394,000 | -38.2% | 6,469 | -17.3% | 0.02% | -31.4% |
| Q1 2022 | $638,000 | 0.0% | 7,824 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $638,000 | +86.5% | 7,824 | +73.1% | 0.03% | +61.9% |
| Q3 2021 | $342,000 | -13.6% | 4,520 | -11.5% | 0.02% | -8.7% |
| Q2 2021 | $396,000 | +19.3% | 5,110 | +15.8% | 0.02% | -4.2% |
| Q1 2021 | $332,000 | -2.9% | 4,414 | -10.6% | 0.02% | -7.7% |
| Q4 2020 | $342,000 | +20.4% | 4,937 | -0.1% | 0.03% | +8.3% |
| Q3 2020 | $284,000 | -15.2% | 4,943 | -20.5% | 0.02% | -22.6% |
| Q2 2020 | $335,000 | -65.7% | 6,220 | -72.8% | 0.03% | -73.3% |
| Q1 2020 | $978,000 | -76.3% | 22,847 | -68.5% | 0.12% | -75.4% |
| Q4 2019 | $4,135,000 | -33.3% | 72,429 | -37.2% | 0.47% | -50.8% |
| Q3 2019 | $6,196,000 | -24.1% | 115,348 | -23.3% | 0.96% | -35.6% |
| Q2 2019 | $8,163,000 | – | 150,383 | – | 1.49% | – |
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% |