SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 322 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $435,515 | -3.7% | 5,181 | 0.0% | 0.06% | -3.3% |
| Q1 2024 | $452,250 | +15.4% | 5,181 | 0.0% | 0.06% | +10.9% |
| Q4 2023 | $392,047 | +2.1% | 5,181 | -6.7% | 0.06% | -6.8% |
| 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/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |