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 | $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 ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |