SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,107,188 | -1.8% | 681,330 | +1.7% | 0.86% | -1.6% |
| Q2 2023 | $47,984,686 | +15.8% | 669,710 | +10.6% | 0.87% | -4.2% |
| Q1 2023 | $41,426,469 | +9.3% | 605,296 | +4.3% | 0.91% | -2.8% |
| Q4 2022 | $37,913,317 | +9.9% | 580,246 | +1.5% | 0.94% | -5.1% |
| Q3 2022 | $34,497,000 | +7.3% | 571,620 | +8.4% | 0.99% | +8.3% |
| Q2 2022 | $32,139,000 | -13.7% | 527,233 | +5.0% | 0.91% | -4.1% |
| Q1 2022 | $37,258,000 | +2.7% | 502,043 | +12.9% | 0.95% | +4.5% |
| Q4 2021 | $36,267,000 | +16.9% | 444,838 | +8.5% | 0.91% | +1.9% |
| Q3 2021 | $31,013,000 | +4.3% | 409,958 | +6.8% | 0.89% | -7.1% |
| Q2 2021 | $29,732,000 | +7.7% | 383,732 | +4.4% | 0.96% | -10.4% |
| Q1 2021 | $27,606,000 | -17.3% | 367,548 | -23.7% | 1.07% | -27.7% |
| Q4 2020 | $33,395,000 | +20.3% | 481,698 | +3.0% | 1.48% | -8.3% |
| Q3 2020 | $27,770,000 | +10.0% | 467,664 | -1.6% | 1.62% | -5.5% |
| Q2 2020 | $25,238,000 | +5.9% | 475,379 | -5.7% | 1.71% | -11.0% |
| Q1 2020 | $23,830,000 | -8.3% | 504,232 | +10.8% | 1.93% | -8.6% |
| Q4 2019 | $25,979,000 | +7.2% | 455,037 | +2.9% | 2.11% | +5.2% |
| Q3 2019 | $24,238,000 | +8.3% | 442,060 | +6.2% | 2.00% | -5.9% |
| Q2 2019 | $22,376,000 | +21.4% | 416,073 | +18.6% | 2.13% | +49.8% |
| Q1 2019 | $18,438,000 | +29.8% | 350,862 | +26.0% | 1.42% | -23.1% |
| Q4 2018 | $14,205,000 | – | 278,526 | – | 1.85% | – |
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% |