SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 282 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,647 | -2.6% | 3,090 | +0.9% | 0.11% | 0.0% |
| Q2 2023 | $219,327 | +1.8% | 3,061 | -2.8% | 0.11% | -6.8% |
| Q1 2023 | $215,518 | -0.7% | 3,149 | -5.2% | 0.12% | -9.3% |
| Q4 2022 | $216,981 | +6.9% | 3,321 | +33.1% | 0.13% | +1.6% |
| Q4 2021 | $203,000 | +14.0% | 2,495 | +6.0% | 0.13% | +12.4% |
| Q3 2021 | $178,000 | -3.3% | 2,353 | -1.0% | 0.11% | -5.8% |
| Q2 2021 | $184,000 | +3.4% | 2,376 | +0.1% | 0.12% | -5.5% |
| Q1 2021 | $178,000 | +9.2% | 2,373 | +0.8% | 0.13% | -3.1% |
| Q4 2020 | $163,000 | – | 2,353 | – | 0.13% | – |
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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, INC. | 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% |