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 | $2,674,942 | -4.8% | 38,689 | -1.4% | 0.22% | -3.6% |
| Q2 2023 | $2,810,887 | +44.6% | 39,231 | +38.1% | 0.22% | +36.4% |
| Q1 2023 | $1,943,769 | +131235.7% | 28,401 | +25.4% | 0.16% | +20.4% |
| Q4 2022 | $1,480 | -99.6% | 22,646 | +315.8% | 0.14% | +302.9% |
| Q3 2022 | $329,000 | +5.8% | 5,446 | +6.8% | 0.03% | +21.4% |
| Q2 2022 | $311,000 | -63.4% | 5,098 | -55.4% | 0.03% | -58.8% |
| Q1 2022 | $849,000 | +32.7% | 11,440 | +45.8% | 0.07% | +30.8% |
| Q4 2021 | $640,000 | +42.5% | 7,848 | +32.3% | 0.05% | +13.0% |
| Q3 2021 | $449,000 | -34.5% | 5,934 | -32.8% | 0.05% | -33.3% |
| Q2 2021 | $685,000 | +16.3% | 8,833 | +12.6% | 0.07% | +11.3% |
| Q1 2021 | $589,000 | -35.0% | 7,843 | -40.0% | 0.06% | -39.2% |
| Q4 2020 | $906,000 | -20.5% | 13,070 | -34.2% | 0.10% | -36.2% |
| Q3 2020 | $1,139,000 | -63.4% | 19,852 | -65.7% | 0.16% | -66.2% |
| Q2 2020 | $3,111,000 | -32.3% | 57,849 | -46.1% | 0.47% | -45.3% |
| Q1 2020 | $4,595,000 | – | 107,309 | – | 0.87% | – |
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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, LLC | 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% |