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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,550 | +8.3% | 13,430 | +12.2% | 0.01% | 0.0% |
| Q2 2023 | $857,722 | +0.1% | 11,971 | -4.4% | 0.01% | 0.0% |
| Q1 2023 | $856,917 | -51.8% | 12,521 | -54.0% | 0.01% | -43.8% |
| Q4 2022 | $1,778,293 | -99.6% | 27,216 | +97.2% | 0.02% | +300.0% |
| Q3 2022 | $416,416,000 | +128423.5% | 13,802 | +159.5% | 0.00% | +33.3% |
| Q2 2022 | $324,000 | -73.7% | 5,318 | -68.0% | 0.00% | -76.9% |
| Q1 2022 | $1,233,000 | -34.1% | 16,616 | -27.6% | 0.01% | -31.6% |
| Q4 2021 | $1,870,000 | -3.6% | 22,938 | -10.5% | 0.02% | 0.0% |
| Q3 2021 | $1,939,000 | +94.9% | 25,635 | +99.8% | 0.02% | +72.7% |
| Q2 2021 | $995,000 | +3.5% | 12,831 | +0.2% | 0.01% | -8.3% |
| Q1 2021 | $961,000 | +38.3% | 12,800 | +27.4% | 0.01% | +50.0% |
| Q4 2020 | $695,000 | -99.7% | 10,046 | +13475.7% | 0.01% | +60.0% |
| Q3 2020 | $267,000,000 | – | 74 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |