SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,161,472 | +8.6% | 54,995 | -0.8% | 1.09% | -1.8% |
| Q3 2023 | $3,831,117 | -5.8% | 55,411 | -2.3% | 1.11% | -0.6% |
| Q2 2023 | $4,064,991 | +5.4% | 56,734 | +0.7% | 1.12% | +2.6% |
| Q1 2023 | $3,856,286 | -17.3% | 56,346 | -21.0% | 1.09% | -19.2% |
| Q4 2022 | $4,663,120 | +5.0% | 71,367 | -3.1% | 1.35% | -0.4% |
| Q3 2022 | $4,443,000 | -0.0% | 73,614 | +1.0% | 1.36% | +4.5% |
| Q2 2022 | $4,444,000 | -15.0% | 72,895 | +3.4% | 1.30% | -6.2% |
| Q1 2022 | $5,230,000 | -5.6% | 70,476 | +3.7% | 1.39% | -0.1% |
| Q4 2021 | $5,542,000 | +5.5% | 67,976 | -2.1% | 1.39% | -0.5% |
| Q3 2021 | $5,251,000 | +0.4% | 69,408 | +2.9% | 1.40% | -0.4% |
| Q2 2021 | $5,228,000 | +3.9% | 67,446 | +0.7% | 1.40% | -3.1% |
| Q1 2021 | $5,033,000 | +0.2% | 67,006 | -7.5% | 1.45% | -7.7% |
| Q4 2020 | $5,024,000 | +7.0% | 72,460 | -11.5% | 1.57% | -9.0% |
| Q3 2020 | $4,697,000 | +5.2% | 81,852 | -1.4% | 1.72% | -1.0% |
| Q2 2020 | $4,463,000 | -16.2% | 82,976 | -33.3% | 1.74% | -37.4% |
| Q1 2020 | $5,326,000 | -21.2% | 124,385 | +5.0% | 2.78% | -18.0% |
| Q4 2019 | $6,761,000 | +4.3% | 118,424 | -0.4% | 3.39% | -1.3% |
| Q3 2019 | $6,485,000 | +4.4% | 118,864 | +4.3% | 3.44% | -0.6% |
| Q2 2019 | $6,213,000 | +3.3% | 113,978 | +2.2% | 3.46% | -0.6% |
| Q1 2019 | $6,014,000 | +26.5% | 111,556 | +7.6% | 3.48% | +5.9% |
| Q4 2018 | $4,753,000 | – | 103,672 | – | 3.28% | – |
Download | ||||||
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% |