SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $257,308 | +8.1% | 3,938 | 0.0% | 0.15% | -2.6% |
| Q3 2022 | $238,000 | -2.5% | 3,938 | -0.8% | 0.16% | +2.0% |
| Q2 2022 | $244,000 | -15.0% | 3,970 | +2.7% | 0.15% | -18.7% |
| Q1 2022 | $287,000 | -0.7% | 3,865 | 0.0% | 0.19% | -10.5% |
| Q4 2021 | $289,000 | -1.0% | 3,865 | 0.0% | 0.21% | +2.5% |
| Q3 2021 | $292,000 | -2.7% | 3,865 | 0.0% | 0.20% | -3.8% |
| Q2 2021 | $300,000 | +3.4% | 3,865 | 0.0% | 0.21% | -10.2% |
| Q1 2021 | $290,000 | -2.4% | 3,865 | -9.9% | 0.24% | 0.0% |
| Q4 2020 | $297,000 | – | 4,290 | – | 0.24% | – |
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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% |