SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. 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/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |