SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,102 | +9.2% | 5,917 | +13.1% | 0.51% | +0.4% |
| Q2 2023 | $374,795 | +14.0% | 5,231 | +8.9% | 0.50% | +7.2% |
| Q1 2023 | $328,705 | +4.7% | 4,803 | 0.0% | 0.47% | -2.9% |
| Q4 2022 | $313,811 | -4.9% | 4,803 | 0.0% | 0.48% | -1.8% |
| Q2 2022 | $330,000 | -19.5% | 4,803 | -13.1% | 0.49% | -10.8% |
| Q1 2022 | $410,000 | -14.2% | 5,530 | -5.7% | 0.55% | -10.1% |
| Q4 2021 | $478,000 | +7.7% | 5,865 | 0.0% | 0.62% | -0.3% |
| Q3 2021 | $444,000 | -2.4% | 5,865 | 0.0% | 0.62% | -4.0% |
| Q2 2021 | $455,000 | +3.2% | 5,865 | 0.0% | 0.64% | -6.8% |
| Q1 2021 | $441,000 | – | 5,865 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |