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 | $4,912,155 | -5.7% | 71,047 | -2.3% | 1.00% | -7.4% |
| Q2 2023 | $5,208,372 | +3.0% | 72,692 | -1.6% | 1.08% | -2.8% |
| Q1 2023 | $5,055,767 | +4.0% | 73,872 | -0.7% | 1.12% | -7.4% |
| Q4 2022 | $4,859,291 | +19.9% | 74,369 | +10.7% | 1.20% | +4.6% |
| Q3 2022 | $4,054,000 | -1.5% | 67,174 | -0.5% | 1.15% | -3.4% |
| Q2 2022 | $4,117,000 | -10.3% | 67,542 | +9.1% | 1.19% | -3.9% |
| Q1 2022 | $4,592,000 | -0.2% | 61,882 | -29.3% | 1.24% | -56.4% |
| Q4 2021 | $4,602,000 | -0.5% | 87,567 | +43.2% | 2.84% | +69.4% |
| Q3 2021 | $4,626,000 | -3.1% | 61,156 | -0.7% | 1.68% | -10.4% |
| Q2 2021 | $4,776,000 | +1.4% | 61,608 | -1.8% | 1.87% | -6.3% |
| Q1 2021 | $4,712,000 | +1.4% | 62,733 | -6.4% | 2.00% | -7.0% |
| Q4 2020 | $4,649,000 | +10.8% | 67,050 | -8.3% | 2.15% | -1.3% |
| Q3 2020 | $4,197,000 | -5.2% | 73,133 | -11.1% | 2.18% | -11.2% |
| Q2 2020 | $4,426,000 | +22.8% | 82,283 | -2.2% | 2.45% | +4.6% |
| Q1 2020 | $3,604,000 | -34.9% | 84,157 | -13.2% | 2.34% | -20.6% |
| Q4 2019 | $5,537,000 | +8.4% | 96,990 | +2.0% | 2.95% | +1.7% |
| Q3 2019 | $5,109,000 | +5.8% | 95,097 | +6.9% | 2.90% | +1.8% |
| Q2 2019 | $4,830,000 | +5.0% | 88,981 | +1.6% | 2.85% | +0.3% |
| Q1 2019 | $4,602,000 | +21.7% | 87,567 | +6.2% | 2.84% | +8.7% |
| Q4 2018 | $3,781,000 | – | 82,458 | – | 2.62% | – |
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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% |