SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 300 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,053,188 | +1.6% | 12,529 | +5.5% | 0.12% | +32.6% |
| Q1 2024 | $1,036,481 | +35.7% | 11,874 | +7.5% | 0.09% | +11.2% |
| Q4 2023 | $763,582 | 0.0% | 11,044 | 0.0% | 0.08% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |