SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,324 | -0.1% | 367,777 | 0.0% | 0.11% | +3.7% |
| Q2 2023 | $379,734 | -8.8% | 367,777 | -0.1% | 0.11% | -13.7% |
| Q1 2023 | $416,283 | +0.5% | 368,319 | +0.0% | 0.12% | -10.1% |
| Q4 2022 | $414,007 | +1.0% | 368,318 | +0.0% | 0.14% | -8.6% |
| Q3 2022 | $410,000 | -6.0% | 368,317 | -0.1% | 0.15% | -0.7% |
| Q2 2022 | $436,000 | -70.8% | 368,729 | -3.7% | 0.15% | -65.5% |
| Q1 2022 | $1,494,000 | -33.0% | 382,783 | -2.0% | 0.44% | -29.1% |
| Q4 2021 | $2,229,000 | -7.2% | 390,437 | -3.2% | 0.62% | -14.2% |
| Q3 2021 | $2,402,000 | -24.1% | 403,358 | +888.2% | 0.72% | -27.2% |
| Q2 2021 | $3,164,000 | +414.5% | 40,818 | +184.1% | 1.00% | +235.0% |
| Q1 2021 | $615,000 | -73.8% | 14,365 | -57.5% | 0.30% | -63.7% |
| Q4 2020 | $2,345,000 | +32.5% | 33,820 | +9.7% | 0.82% | +17.9% |
| Q3 2020 | $1,770,000 | +35.4% | 30,836 | +26.9% | 0.69% | +28.8% |
| Q2 2020 | $1,307,000 | +112.5% | 24,297 | +69.1% | 0.54% | +81.5% |
| Q1 2020 | $615,000 | – | 14,365 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |