SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,497 | -2.4% | 5,156 | +1.1% | 0.03% | -19.0% |
| Q2 2023 | $365,415 | -2.2% | 5,100 | -6.6% | 0.04% | -4.5% |
| Q1 2023 | $373,682 | +3.3% | 5,460 | -1.4% | 0.04% | -8.3% |
| Q4 2022 | $361,657 | +8.3% | 5,535 | 0.0% | 0.05% | -5.9% |
| Q3 2022 | $334,000 | +7.1% | 5,535 | +8.0% | 0.05% | +10.9% |
| Q2 2022 | $312,000 | -47.8% | 5,125 | -36.4% | 0.05% | -41.0% |
| Q1 2022 | $598,000 | -21.7% | 8,059 | -14.0% | 0.08% | -22.8% |
| Q4 2021 | $764,000 | +7.9% | 9,367 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $708,000 | -8.2% | 9,367 | -5.9% | 0.10% | +8.5% |
| Q2 2021 | $771,000 | +3.9% | 9,955 | +0.7% | 0.09% | -23.0% |
| Q1 2021 | $742,000 | +9.0% | 9,885 | +0.6% | 0.12% | -14.7% |
| Q4 2020 | $681,000 | -99.9% | 9,824 | +7.4% | 0.14% | -49.3% |
| Q3 2020 | $561,291,000 | +10.5% | 9,149 | -2.6% | 0.28% | 0.0% |
| Q2 2020 | $507,973,000 | +23.3% | 9,393 | -2.3% | 0.28% | +7.2% |
| Q1 2020 | $411,843,000 | -28.2% | 9,618 | -0.9% | 0.26% | -23.3% |
| Q4 2019 | $573,350,000 | – | 9,708 | – | 0.34% | – |
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% |