SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 216 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,737,294 | +5.8% | 54,054 | +9.6% | 0.20% | -11.5% |
| Q2 2023 | $3,532,632 | +7.8% | 49,304 | +3.0% | 0.23% | -3.4% |
| Q1 2023 | $3,276,428 | -1.1% | 47,873 | -5.6% | 0.24% | -3.7% |
| Q4 2022 | $3,313,195 | +7.8% | 50,707 | -0.4% | 0.24% | -3.6% |
| Q3 2022 | $3,074,000 | -0.2% | 50,929 | +0.8% | 0.25% | -3.1% |
| Q2 2022 | $3,080,000 | -8.9% | 50,523 | +10.9% | 0.26% | -71.9% |
| Q1 2022 | $3,381,000 | +3.8% | 45,557 | +14.1% | 0.93% | +2.9% |
| Q4 2021 | $3,256,000 | +6.5% | 39,932 | -1.2% | 0.90% | -9.9% |
| Q3 2021 | $3,058,000 | +3.6% | 40,427 | +6.2% | 1.00% | +5.0% |
| Q2 2021 | $2,951,000 | +2.6% | 38,073 | -0.6% | 0.95% | -19.4% |
| Q1 2021 | $2,876,000 | +17.2% | 38,297 | +8.2% | 1.18% | +150.3% |
| Q4 2020 | $2,454,000 | +13.6% | 35,392 | -6.0% | 0.47% | +3.5% |
| Q3 2020 | $2,161,000 | +10.3% | 37,662 | +3.4% | 0.46% | -83.5% |
| Q2 2020 | $1,959,000 | +17.0% | 36,434 | -6.8% | 2.78% | -28.9% |
| Q1 2020 | $1,674,000 | -29.5% | 39,113 | -5.9% | 3.91% | +50.2% |
| Q4 2019 | $2,373,000 | +124.1% | 41,561 | +79.9% | 2.60% | +152.4% |
| Q4 2018 | $1,059,000 | – | 23,099 | – | 1.03% | – |
Download | ||||||
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, LLC | 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% |