SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 295 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $308,584 | -17.4% | 3,671 | -14.2% | 0.18% | -18.1% |
| Q1 2024 | $373,688 | +11.2% | 4,281 | -16.7% | 0.23% | -12.1% |
| Q4 2022 | $335,978 | -1.5% | 5,142 | -9.0% | 0.26% | -6.9% |
| Q3 2022 | $341,000 | +47.6% | 5,650 | +48.9% | 0.28% | +51.6% |
| Q2 2022 | $231,000 | -19.5% | 3,794 | -2.0% | 0.18% | -7.6% |
| Q1 2022 | $287,000 | -9.2% | 3,872 | +0.1% | 0.20% | +3.7% |
| Q4 2021 | $316,000 | -12.7% | 3,870 | -19.2% | 0.19% | -22.1% |
| Q3 2021 | $362,000 | +5.5% | 4,788 | +8.3% | 0.24% | -0.4% |
| Q2 2021 | $343,000 | – | 4,420 | – | 0.24% | – |
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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% |