SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,729 | -14.2% | 3,699 | -11.1% | 0.01% | 0.0% |
| Q2 2023 | $298,069 | +100599.0% | 4,160 | -3.7% | 0.01% | -16.7% |
| Q1 2023 | $296 | +8.4% | 4,320 | +3.3% | 0.01% | -14.3% |
| Q4 2022 | $273 | -99.9% | 4,180 | +20.5% | 0.01% | -12.5% |
| Q1 2022 | $257,000 | -6.9% | 3,469 | +2.4% | 0.01% | 0.0% |
| Q4 2021 | $276,000 | +17.9% | 3,389 | +9.5% | 0.01% | 0.0% |
| Q3 2021 | $234,000 | +1.3% | 3,094 | +4.0% | 0.01% | 0.0% |
| Q2 2021 | $231,000 | -1.3% | 2,976 | -4.4% | 0.01% | -20.0% |
| Q1 2021 | $234,000 | -48.9% | 3,114 | -52.8% | 0.01% | -54.5% |
| Q4 2020 | $458,000 | +47.3% | 6,600 | +22.0% | 0.02% | +15.8% |
| Q3 2020 | $311,000 | -13.4% | 5,412 | -18.9% | 0.02% | -26.9% |
| Q2 2020 | $359,000 | +52.8% | 6,670 | +21.6% | 0.03% | +18.2% |
| Q1 2020 | $235,000 | – | 5,487 | – | 0.02% | – |
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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% |