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 | $877,494 | -7.9% | 12,878 | -3.7% | 0.10% | -3.8% |
Q2 2023 | $952,416 | +2.6% | 13,377 | -2.9% | 0.11% | -6.2% |
Q1 2023 | $928,254 | -4.3% | 13,772 | -5.9% | 0.11% | -8.1% |
Q4 2022 | $969,661 | +3.4% | 14,630 | +0.0% | 0.12% | -10.2% |
Q3 2022 | $938,000 | -1.4% | 14,624 | -5.4% | 0.14% | -3.5% |
Q2 2022 | $951,000 | -25.9% | 15,454 | -13.1% | 0.14% | -19.3% |
Q1 2022 | $1,284,000 | -7.9% | 17,777 | +0.0% | 0.18% | -7.4% |
Q4 2021 | $1,394,000 | +3.6% | 17,774 | 0.0% | 0.19% | -11.6% |
Q3 2021 | $1,345,000 | -2.9% | 17,774 | -0.5% | 0.22% | -6.9% |
Q2 2021 | $1,385,000 | +0.6% | 17,868 | +0.0% | 0.23% | -9.8% |
Q1 2021 | $1,377,000 | +3.5% | 17,865 | -6.9% | 0.26% | -15.5% |
Q4 2020 | $1,331,000 | +18.5% | 19,195 | -1.9% | 0.30% | -0.7% |
Q3 2020 | $1,123,000 | +1.8% | 19,563 | -4.6% | 0.30% | -16.7% |
Q2 2020 | $1,103,000 | +20.7% | 20,511 | +0.0% | 0.37% | -8.7% |
Q1 2020 | $914,000 | +73.1% | 20,506 | +121.8% | 0.40% | +75.1% |
Q4 2019 | $528,000 | +8.0% | 9,245 | +0.0% | 0.23% | -15.8% |
Q3 2019 | $489,000 | -3.6% | 9,242 | -0.7% | 0.27% | -26.9% |
Q2 2019 | $507,000 | -6.1% | 9,303 | -9.4% | 0.37% | -11.6% |
Q1 2019 | $540,000 | -2.5% | 10,270 | -15.0% | 0.42% | -19.3% |
Q4 2018 | $554,000 | – | 12,083 | – | 0.52% | – |
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% |