SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,569 | -2.4% | 6,054 | +1.2% | 0.26% | -4.7% |
| Q2 2023 | $428,666 | +2.1% | 5,983 | -2.4% | 0.28% | 0.0% |
| Q1 2023 | $419,977 | +4.6% | 6,127 | -0.3% | 0.28% | +6.1% |
| Q4 2022 | $401,476 | +44.9% | 6,144 | +33.9% | 0.26% | +47.2% |
| Q3 2022 | $277,000 | -7.4% | 4,588 | -6.5% | 0.18% | -2.7% |
| Q2 2022 | $299,000 | -18.3% | 4,909 | -0.6% | 0.18% | -7.6% |
| Q1 2022 | $366,000 | -9.9% | 4,939 | -0.9% | 0.20% | -5.3% |
| Q4 2021 | $406,000 | +7.7% | 4,986 | 0.0% | 0.21% | -1.4% |
| Q3 2021 | $377,000 | -2.1% | 4,986 | +0.3% | 0.21% | -5.8% |
| Q2 2021 | $385,000 | +7.2% | 4,970 | +4.1% | 0.22% | +0.9% |
| Q1 2021 | $359,000 | +10.5% | 4,775 | +1.8% | 0.22% | +4.7% |
| Q4 2020 | $325,000 | +16.9% | 4,691 | -3.2% | 0.21% | +9.8% |
| Q3 2020 | $278,000 | +0.7% | 4,847 | -5.6% | 0.19% | -1.0% |
| Q2 2020 | $276,000 | +25.5% | 5,136 | +0.2% | 0.20% | +24.1% |
| Q1 2020 | $220,000 | -27.9% | 5,128 | -4.0% | 0.16% | -19.0% |
| Q4 2019 | $305,000 | – | 5,340 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |