SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 295 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,384,502 | -45.8% | 16,470 | -51.3% | 0.63% | -53.7% |
| Q4 2023 | $2,556,779 | +8.9% | 33,789 | -0.5% | 1.37% | +5.1% |
| Q3 2023 | $2,347,580 | +7.5% | 33,954 | +11.4% | 1.30% | +4.5% |
| Q2 2023 | $2,183,468 | +7.6% | 30,474 | +1.1% | 1.25% | -2.7% |
| Q1 2023 | $2,028,352 | +12.7% | 30,143 | +9.4% | 1.28% | +8.8% |
| Q4 2022 | $1,799,894 | +4.4% | 27,547 | -3.6% | 1.18% | +0.9% |
| Q3 2022 | $1,724,000 | -4.2% | 28,569 | -3.2% | 1.17% | -6.3% |
| Q2 2022 | $1,799,000 | -31.7% | 29,504 | -16.9% | 1.24% | -21.6% |
| Q1 2022 | $2,634,000 | +2.3% | 35,488 | +12.4% | 1.59% | -5.2% |
| Q4 2021 | $2,574,000 | +38.9% | 31,576 | +28.9% | 1.68% | +22.5% |
| Q3 2021 | $1,853,000 | +44.1% | 24,496 | +47.6% | 1.37% | +36.9% |
| Q2 2021 | $1,286,000 | +61.2% | 16,592 | +56.3% | 1.00% | +34.0% |
| Q1 2021 | $798,000 | +72.7% | 10,618 | +59.2% | 0.75% | +51.6% |
| Q4 2020 | $462,000 | – | 6,669 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |