SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,582 | +6.0% | 11,044 | +9.8% | 0.08% | +3.9% |
| Q2 2023 | $720,584 | +4.7% | 10,057 | -0.0% | 0.08% | -6.1% |
| Q1 2023 | $688,506 | +6.3% | 10,060 | +1.5% | 0.08% | 0.0% |
| Q4 2022 | $647,781 | +45.9% | 9,914 | +34.8% | 0.08% | +22.4% |
| Q3 2022 | $444,000 | +5.2% | 7,356 | +6.2% | 0.07% | +3.1% |
| Q2 2022 | $422,000 | -12.4% | 6,928 | +6.7% | 0.06% | -7.1% |
| Q1 2022 | $482,000 | +28.9% | 6,492 | +41.6% | 0.07% | +32.1% |
| Q4 2021 | $374,000 | +20.3% | 4,584 | +11.6% | 0.05% | +10.4% |
| Q3 2021 | $311,000 | +21.0% | 4,106 | +23.9% | 0.05% | +20.0% |
| Q2 2021 | $257,000 | +13.2% | 3,313 | +9.7% | 0.04% | +2.6% |
| Q1 2021 | $227,000 | +131.6% | 3,020 | +31.3% | 0.04% | +56.0% |
| Q1 2020 | $98,000 | -18.3% | 2,300 | +9.7% | 0.02% | +4.2% |
| Q4 2019 | $120,000 | +90.5% | 2,097 | +77.9% | 0.02% | +84.6% |
| Q3 2019 | $63,000 | – | 1,179 | – | 0.01% | – |
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% |