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 | $405,022 | -10.2% | 5,858 | -7.0% | 0.07% | -9.0% |
| Q2 2023 | $451,201 | -0.4% | 6,297 | -4.8% | 0.08% | -9.3% |
| Q1 2023 | $452,888 | -2.8% | 6,617 | -7.2% | 0.09% | -15.7% |
| Q4 2022 | $465,777 | +8.3% | 7,129 | +0.0% | 0.10% | +7.4% |
| Q3 2022 | $430,000 | -2.5% | 7,127 | -1.4% | 0.10% | +3.3% |
| Q2 2022 | $441,000 | -17.7% | 7,226 | 0.0% | 0.09% | +9.5% |
| Q1 2022 | $536,000 | -8.7% | 7,226 | +0.3% | 0.08% | -4.5% |
| Q4 2021 | $587,000 | +7.3% | 7,205 | -0.4% | 0.09% | 0.0% |
| Q3 2021 | $547,000 | -2.8% | 7,232 | -0.4% | 0.09% | +1.1% |
| Q2 2021 | $563,000 | -6.3% | 7,262 | -16.4% | 0.09% | -25.0% |
| Q4 2020 | $601,000 | +0.8% | 8,682 | -21.7% | 0.12% | -24.7% |
| Q2 2020 | $596,000 | -8.9% | 11,093 | -21.9% | 0.15% | -37.9% |
| Q1 2020 | $654,000 | – | 14,204 | – | 0.25% | – |
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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% |