SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 118,424 | $9,655,000 | 3.45% |
Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
KWB Wealth | 178,909 | $14,586,000 | 2.42% |
Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |