SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,506 | +1.0% | 2,900 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $198,476 | +104913.8% | 2,900 | 0.0% | 0.06% | -6.6% |
| Q4 2022 | $189 | -99.9% | 2,900 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $175,000 | -1.1% | 2,900 | 0.0% | 0.06% | +7.0% |
| Q2 2022 | $177,000 | -17.7% | 2,900 | 0.0% | 0.06% | -5.0% |
| Q1 2022 | $215,000 | -38.7% | 2,900 | -32.6% | 0.06% | -38.8% |
| Q4 2021 | $351,000 | +8.0% | 4,300 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $325,000 | -2.4% | 4,300 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $333,000 | +3.1% | 4,300 | 0.0% | 0.10% | -2.9% |
| Q1 2021 | $323,000 | +8.4% | 4,300 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $298,000 | +20.6% | 4,300 | 0.0% | 0.10% | +4.0% |
| Q3 2020 | $247,000 | +6.9% | 4,300 | 0.0% | 0.10% | +38.9% |
| Q2 2020 | $231,000 | +25.5% | 4,300 | 0.0% | 0.07% | -11.1% |
| Q1 2020 | $184,000 | -36.8% | 4,300 | -15.7% | 0.08% | -31.4% |
| Q4 2019 | $291,000 | +7.8% | 5,100 | 0.0% | 0.12% | -23.4% |
| Q3 2019 | $270,000 | -2.5% | 5,100 | 0.0% | 0.15% | -7.2% |
| Q2 2019 | $277,000 | +3.4% | 5,100 | 0.0% | 0.17% | -9.8% |
| Q1 2019 | $268,000 | +14.5% | 5,100 | 0.0% | 0.18% | -10.7% |
| Q4 2018 | $234,000 | – | 5,100 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |