SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 350 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $201,029 | -1.5% | 2,303 | -14.6% | 0.14% | -4.0% |
| Q4 2023 | $204,006 | -5.6% | 2,696 | -10.6% | 0.15% | +0.7% |
| 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 | 143,066 | $10,844,000 | 6.67% |
| CHARTIST INC /CA/ | 25,149 | $12,093,558,000 | 5.74% |
| Pensionmark Financial Group, LLC | 234,833 | $17,765,000 | 4.02% |
| NorthRock Partners, LLC | 603,007 | $46,427,000 | 3.80% |
| FAS Wealth Partners, Inc. | 514,027 | $38,886,000 | 3.64% |
| Shakespeare Wealth Management, LLC | 113,331 | $8,670,000 | 3.33% |
| McAdam, LLC | 354,078 | $26,786,000 | 2.98% |
| Harborview Advisors, LLC | 58,019 | $4,389,000 | 2.46% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 163,392 | $12,361,000 | 2.43% |
| KWB Wealth | 175,745 | $13,295,000 | 2.36% |