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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |