SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,428,478 | -8.9% | 20,915 | -4.5% | 0.52% | -7.2% |
Q2 2023 | $1,568,705 | +1.5% | 21,894 | -2.8% | 0.56% | +1.6% |
Q1 2023 | $1,545,657 | +4.4% | 22,528 | -0.6% | 0.55% | -3.5% |
Q4 2022 | $1,480,898 | +6.5% | 22,665 | -1.6% | 0.57% | -3.7% |
Q3 2022 | $1,391,000 | -42.5% | 23,045 | -41.9% | 0.59% | -39.3% |
Q2 2022 | $2,420,000 | -20.9% | 39,691 | -3.0% | 0.97% | -12.6% |
Q1 2022 | $3,058,000 | +22.1% | 40,931 | +33.2% | 1.11% | +23.0% |
Q4 2021 | $2,505,000 | +4.6% | 30,727 | -1.8% | 0.90% | -5.8% |
Q3 2021 | $2,395,000 | -2.6% | 31,303 | -0.7% | 0.96% | -8.1% |
Q2 2021 | $2,460,000 | -2.2% | 31,512 | -4.5% | 1.05% | -20.1% |
Q1 2021 | $2,516,000 | +9.9% | 32,986 | -0.1% | 1.31% | -4.2% |
Q4 2020 | $2,289,000 | +28.2% | 33,023 | +6.2% | 1.37% | +2.5% |
Q3 2020 | $1,785,000 | +7.3% | 31,107 | +0.6% | 1.33% | +2.0% |
Q2 2020 | $1,664,000 | +24.6% | 30,928 | -0.8% | 1.31% | -5.2% |
Q1 2020 | $1,335,000 | -24.3% | 31,181 | +0.9% | 1.38% | +2.7% |
Q4 2019 | $1,764,000 | +10.6% | 30,903 | +4.1% | 1.34% | +2.1% |
Q3 2019 | $1,595,000 | -1.0% | 29,697 | +0.1% | 1.32% | -3.4% |
Q2 2019 | $1,611,000 | +8.3% | 29,670 | +6.1% | 1.36% | +0.9% |
Q1 2019 | $1,488,000 | +17.1% | 27,968 | +0.9% | 1.35% | -3.6% |
Q4 2018 | $1,271,000 | – | 27,714 | – | 1.40% | – |
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% |