SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,970 | -3.5% | 3,384 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $242,464 | -6.0% | 3,384 | -10.2% | 0.15% | -15.8% |
| Q1 2023 | $257,813 | +0.5% | 3,767 | -4.1% | 0.18% | -3.2% |
| Q4 2022 | $256,656 | +8.3% | 3,928 | 0.0% | 0.19% | -1.0% |
| Q3 2022 | $237,000 | -11.9% | 3,928 | -11.0% | 0.19% | -8.2% |
| Q2 2022 | $269,000 | -30.7% | 4,412 | -15.6% | 0.21% | -18.4% |
| Q1 2022 | $388,000 | -10.2% | 5,225 | -1.5% | 0.26% | -8.3% |
| Q4 2021 | $432,000 | -4.6% | 5,303 | -11.5% | 0.28% | -10.9% |
| Q3 2021 | $453,000 | -2.8% | 5,990 | -0.3% | 0.31% | -4.9% |
| Q2 2021 | $466,000 | -2.9% | 6,011 | -5.9% | 0.33% | -13.2% |
| Q1 2021 | $480,000 | -29.3% | 6,388 | -34.8% | 0.38% | -41.7% |
| Q4 2020 | $679,000 | – | 9,799 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |