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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,644,476 | -3.7% | 182,882 | -0.2% | 1.91% | +0.7% |
| Q2 2023 | $13,134,321 | +4.5% | 183,312 | -0.2% | 1.90% | -2.8% |
| Q1 2023 | $12,572,486 | +6.9% | 183,701 | +2.0% | 1.95% | +1.1% |
| Q4 2022 | $11,763,202 | +12.9% | 180,031 | +4.3% | 1.93% | +4.3% |
| Q3 2022 | $10,420,000 | +2.3% | 172,656 | +3.4% | 1.85% | +6.0% |
| Q2 2022 | $10,181,000 | -9.4% | 167,012 | +10.3% | 1.74% | +1.5% |
| Q1 2022 | $11,236,000 | +8.3% | 151,411 | +19.0% | 1.72% | +10.0% |
| Q4 2021 | $10,376,000 | +10.2% | 127,269 | +2.2% | 1.56% | +2.0% |
| Q3 2021 | $9,417,000 | -2.4% | 124,478 | +0.0% | 1.53% | -1.3% |
| Q2 2021 | $9,648,000 | +2.7% | 124,464 | -0.5% | 1.55% | -2.9% |
| Q1 2021 | $9,394,000 | +6.3% | 125,076 | -1.9% | 1.60% | -1.1% |
| Q4 2020 | $8,839,000 | – | 127,485 | – | 1.62% | – |
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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% |