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/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |