SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 350 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,453,251 | -11.8% | 17,288 | -8.4% | 0.80% | -13.3% |
| Q1 2024 | $1,648,218 | -10.2% | 18,882 | -22.1% | 0.92% | +37.9% |
| Q4 2023 | $1,835,027 | -24.1% | 24,250 | -30.7% | 0.67% | -16.6% |
| 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/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |