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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $682,231 | -62.5% | 8,116 | -61.1% | 0.30% | -62.9% |
| Q1 2024 | $1,820,869 | +17.5% | 20,860 | +1.9% | 0.82% | +11.0% |
| Q4 2023 | $1,549,646 | -7.2% | 20,479 | -15.2% | 0.74% | -15.6% |
| Q3 2023 | $1,669,385 | +4.1% | 24,145 | +7.9% | 0.88% | +4.5% |
| Q2 2023 | $1,603,312 | +46.7% | 22,377 | +40.1% | 0.84% | +37.4% |
| Q1 2023 | $1,092,850 | +39.0% | 15,968 | +32.7% | 0.61% | +28.2% |
| Q4 2022 | $786,367 | – | 12,035 | – | 0.48% | – |
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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% |