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 | $2,419,112 | -21.7% | 34,989 | -18.9% | 0.80% | +32.5% |
| Q2 2023 | $3,089,704 | -1.5% | 43,122 | -5.9% | 0.60% | -5.6% |
| Q1 2023 | $3,136,261 | +2.5% | 45,825 | -2.2% | 0.64% | -2.4% |
| Q4 2022 | $3,060,134 | +6.1% | 46,834 | -2.0% | 0.66% | -2.7% |
| Q3 2022 | $2,883,000 | +1.3% | 47,771 | +2.4% | 0.67% | +16.2% |
| Q2 2022 | $2,845,000 | -5.0% | 46,663 | +15.6% | 0.58% | +16.0% |
| Q1 2022 | $2,995,000 | +0.4% | 40,361 | +10.3% | 0.50% | +4.8% |
| Q4 2021 | $2,984,000 | +5.8% | 36,602 | -1.9% | 0.48% | -34.0% |
| Q3 2021 | $2,821,000 | -18.4% | 37,294 | -16.3% | 0.72% | -18.9% |
| Q2 2021 | $3,455,000 | +11.9% | 44,575 | +8.5% | 0.89% | -15.5% |
| Q1 2021 | $3,087,000 | +1.7% | 41,101 | -6.1% | 1.06% | +65.1% |
| Q4 2020 | $3,036,000 | +11.5% | 43,789 | -7.7% | 0.64% | -47.1% |
| Q3 2020 | $2,723,000 | +15.0% | 47,445 | +7.8% | 1.21% | -2.2% |
| Q2 2020 | $2,367,000 | +23.5% | 44,013 | -1.6% | 1.24% | -1.5% |
| Q1 2020 | $1,916,000 | +27.5% | 44,742 | +70.0% | 1.26% | +32.1% |
| Q4 2019 | $1,503,000 | – | 26,319 | – | 0.95% | – |
Download | ||||||
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% |