SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |