SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,025 | -1.8% | 3,015 | -6.2% | 0.15% | -10.3% |
| Q1 2023 | $219,898 | -1.0% | 3,213 | -5.5% | 0.16% | -7.3% |
| Q4 2022 | $222,221 | -0.3% | 3,401 | -7.8% | 0.18% | -6.8% |
| Q3 2022 | $223,000 | -8.2% | 3,689 | +0.3% | 0.19% | +3.8% |
| Q2 2022 | $243,000 | -4.3% | 3,679 | 0.0% | 0.18% | +4.0% |
| Q1 2022 | $254,000 | -18.6% | 3,679 | -3.9% | 0.18% | -71.9% |
| Q4 2021 | $312,000 | +0.6% | 3,827 | -0.5% | 0.63% | +238.2% |
| Q3 2021 | $310,000 | +4.0% | 3,845 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $298,000 | +1.7% | 3,845 | -1.4% | 0.18% | -5.7% |
| Q1 2021 | $293,000 | +35.0% | 3,898 | +24.3% | 0.19% | +45.9% |
| Q4 2020 | $217,000 | – | 3,137 | – | 0.13% | – |
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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% |