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 | $384,142 | -3.5% | 5,556 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $398,088 | -0.9% | 5,556 | -5.4% | 0.06% | -6.5% |
| Q1 2023 | $401,880 | +4.7% | 5,872 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $383,676 | +8.4% | 5,872 | 0.0% | 0.06% | -3.1% |
| Q3 2022 | $354,000 | -15.5% | 5,872 | -14.6% | 0.06% | +1.6% |
| Q2 2022 | $419,000 | -27.4% | 6,876 | -11.6% | 0.06% | -17.9% |
| Q1 2022 | $577,000 | +35.4% | 7,780 | +48.8% | 0.08% | +39.3% |
| Q4 2021 | $426,000 | – | 5,227 | – | 0.06% | – |
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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, 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% |