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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,797 | -6.3% | 6,390 | -2.8% | 0.20% | -1.5% |
| Q2 2023 | $471,259 | -0.8% | 6,577 | -5.3% | 0.20% | -9.1% |
| Q1 2023 | $475,118 | -14.9% | 6,942 | -18.8% | 0.22% | -20.3% |
| Q4 2022 | $558,593 | +40.7% | 8,549 | +30.1% | 0.28% | +21.1% |
| Q3 2022 | $397,000 | -69.6% | 6,572 | -69.3% | 0.23% | -62.7% |
| Q2 2022 | $1,304,000 | +539.2% | 21,392 | +756.0% | 0.61% | +524.5% |
| Q4 2021 | $204,000 | – | 2,499 | – | 0.10% | – |
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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% |