SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $521,150 | +16.8% | 5,937 | +16.1% | 0.45% | +5.1% |
| Q1 2024 | $446,226 | -0.3% | 5,112 | -13.6% | 0.43% | -15.3% |
| Q4 2023 | $447,748 | +9.4% | 5,917 | 0.0% | 0.51% | +0.6% |
| 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/ | 60,728 | $15,669,000 | 7.66% |
| Tradewinds Capital Management, LLC | 17,650 | $2,056,000 | 1.56% |
| Courage Miller Partners, LLC | 7,143 | $832,000 | 0.61% |
| Asset Management Group, Inc. | 6,565 | $765,000 | 0.41% |
| CABOT WEALTH MANAGEMENT INC | 9,453 | $1,101,000 | 0.28% |
| B. Riley Wealth Advisors, Inc. | 11,850 | $688,050,000 | 0.16% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2,665 | $310,476,000 | 0.15% |
| CONDOR CAPITAL MANAGEMENT | 4,610 | $537,000 | 0.15% |
| Avidian Wealth Solutions, LLC | 2,259 | $263,000 | 0.10% |
| Freedom Investment Management, Inc. | 4,337 | $505,000 | 0.08% |