SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,628 | -3.5% | 7,646 | +0.1% | 0.01% | -22.2% |
| Q2 2023 | $547,579 | +4.7% | 7,641 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $522,806 | +3.2% | 7,638 | -1.5% | 0.01% | -10.0% |
| Q4 2022 | $506,453 | +9.9% | 7,751 | +1.6% | 0.01% | 0.0% |
| Q3 2022 | $461,000 | -0.9% | 7,632 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $465,000 | -23.8% | 7,629 | -7.2% | 0.01% | +25.0% |
| Q1 2022 | $610,000 | -5.6% | 8,221 | +3.8% | 0.01% | -52.9% |
| Q4 2021 | $646,000 | +7.8% | 7,922 | -0.0% | 0.02% | +13.3% |
| Q3 2021 | $599,000 | -2.4% | 7,924 | +0.1% | 0.02% | -31.8% |
| Q2 2021 | $614,000 | +3.4% | 7,918 | +0.0% | 0.02% | -40.5% |
| Q1 2021 | $594,000 | +132.9% | 7,917 | +115.6% | 0.04% | +117.6% |
| Q4 2020 | $255,000 | +19.7% | 3,672 | -1.0% | 0.02% | -19.0% |
| Q3 2020 | $213,000 | – | 3,709 | – | 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% |