SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $182,000 | -6.7% | 2,458 | +2.5% | 0.08% | -5.6% |
| Q4 2021 | $195,000 | +7.1% | 2,397 | -0.5% | 0.09% | -4.3% |
| Q3 2021 | $182,000 | +1.1% | 2,409 | +3.9% | 0.09% | +3.3% |
| Q2 2021 | $180,000 | +73.1% | 2,319 | +67.3% | 0.09% | +59.6% |
| Q1 2021 | $104,000 | +2.0% | 1,386 | -5.9% | 0.06% | +1.8% |
| Q4 2020 | $102,000 | +36.0% | 1,473 | +12.6% | 0.06% | +21.7% |
| Q3 2020 | $75,000 | -20.2% | 1,308 | -25.3% | 0.05% | -22.0% |
| Q2 2020 | $94,000 | +28.8% | 1,752 | +2.9% | 0.06% | +9.3% |
| Q1 2020 | $73,000 | +180.8% | 1,703 | +276.8% | 0.05% | +125.0% |
| Q4 2019 | $26,000 | – | 452 | – | 0.02% | – |
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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% |