SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323,589 | -5.3% | 19,144 | -1.8% | 0.71% | -2.5% |
| Q2 2023 | $1,397,211 | +3.3% | 19,501 | -1.3% | 0.73% | +1.5% |
| Q1 2023 | $1,352,273 | -31.7% | 19,759 | -34.8% | 0.72% | -35.0% |
| Q4 2022 | $1,978,981 | +48.3% | 30,287 | +37.0% | 1.10% | +40.9% |
| Q3 2022 | $1,334,000 | +33.8% | 22,103 | +35.1% | 0.78% | +40.3% |
| Q2 2022 | $997,000 | -25.5% | 16,359 | -9.4% | 0.56% | -23.6% |
| Q1 2022 | $1,339,000 | +7.7% | 18,048 | +18.3% | 0.73% | +4.1% |
| Q4 2021 | $1,243,000 | +10.1% | 15,250 | +2.1% | 0.70% | +4.3% |
| Q3 2021 | $1,129,000 | -9.8% | 14,930 | -7.5% | 0.67% | -13.8% |
| Q2 2021 | $1,251,000 | +42.8% | 16,133 | +38.3% | 0.78% | +35.3% |
| Q1 2021 | $876,000 | -35.0% | 11,664 | -40.0% | 0.58% | +11.8% |
| Q4 2020 | $1,348,000 | – | 19,447 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 68,370 | $25,664,731,000 | 15.66% |
| Centerpoint Advisors, LLC | 151,844 | $8,669,000 | 6.38% |
| McAdam, LLC | 385,675 | $22,018,000 | 5.32% |
| FAS Wealth Partners, Inc. | 533,182 | $30,439,000 | 5.12% |
| Pensionmark Financial Group, LLC | 160,358 | $9,155,000 | 3.57% |
| Harborview Advisors, LLC | 78,601 | $4,487,000 | 3.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 118,424 | $6,761,000 | 3.39% |
| Krilogy Financial LLC | 356,126 | $20,331,000 | 3.34% |
| Total Wealth Planning, LLC | 96,990 | $5,537,000 | 2.95% |
| Financial Strategies Group, Inc. | 59,487 | $3,396,000 | 2.74% |