SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,163,000 | -5.1% | 60,213 | -1.7% | 0.61% | +20.4% |
| Q2 2023 | $4,388,000 | +3.6% | 61,244 | -1.0% | 0.51% | -3.4% |
| Q1 2023 | $4,236,000 | +2.1% | 61,892 | -2.5% | 0.53% | -11.6% |
| Q4 2022 | $4,150,000 | +6.8% | 63,511 | -1.4% | 0.60% | -9.7% |
| Q3 2022 | $3,886,000 | +0.9% | 64,399 | +1.9% | 0.66% | -6.0% |
| Q2 2022 | $3,852,000 | -22.2% | 63,182 | -5.3% | 0.70% | -11.8% |
| Q1 2022 | $4,953,000 | -16.8% | 66,741 | -8.6% | 0.80% | -13.2% |
| Q4 2021 | $5,956,000 | +9.0% | 73,050 | +1.1% | 0.92% | +3.1% |
| Q3 2021 | $5,466,000 | -3.9% | 72,259 | -1.5% | 0.89% | +5.5% |
| Q2 2021 | $5,688,000 | -1.0% | 73,370 | -4.1% | 0.84% | -13.7% |
| Q1 2021 | $5,744,000 | – | 76,472 | – | 0.98% | – |
Download | ||||||
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, LLC | 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% |