SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,498 | -7.6% | 10,956 | -4.3% | 0.03% | +10.3% |
| Q2 2023 | $820,034 | +4.5% | 11,445 | -0.2% | 0.03% | -3.3% |
| Q1 2023 | $784,665 | -6.6% | 11,465 | -10.9% | 0.03% | -14.3% |
| Q4 2022 | $840,403 | +21.1% | 12,862 | +11.7% | 0.04% | +12.9% |
| Q3 2022 | $694,000 | -4.0% | 11,511 | -3.0% | 0.03% | -3.1% |
| Q2 2022 | $723,000 | -17.8% | 11,861 | 0.0% | 0.03% | -8.6% |
| Q1 2022 | $880,000 | -11.5% | 11,861 | -2.7% | 0.04% | -31.4% |
| Q4 2021 | $994,000 | +16.5% | 12,194 | +10.8% | 0.05% | +18.6% |
| Q2 2021 | $853,108 | +4.2% | 11,005 | +1.0% | 0.04% | -8.5% |
| Q1 2021 | $818,474 | +8.4% | 10,897 | +0.0% | 0.05% | -6.0% |
| Q4 2020 | $755,212 | +23.0% | 10,893 | +1.8% | 0.05% | +2.0% |
| Q3 2020 | $613,901 | +1.6% | 10,697 | -4.7% | 0.05% | -5.8% |
| Q2 2020 | $604,062 | +24.0% | 11,230 | -1.3% | 0.05% | -1.9% |
| Q1 2020 | $487,292 | -22.2% | 11,380 | +3.7% | 0.05% | -1.9% |
| Q4 2019 | $626,620 | +31.4% | 10,976 | +23.6% | 0.05% | +17.4% |
| Q3 2019 | $476,872 | +7.3% | 8,877 | +355.0% | 0.05% | +15.0% |
| Q2 2019 | $444,418 | +20.1% | 1,951 | -72.3% | 0.04% | 0.0% |
| Q1 2019 | $370,110 | -67.6% | 7,043 | -71.7% | 0.04% | -73.0% |
| Q4 2018 | $1,140,840 | +440.7% | 24,882 | +559.8% | 0.15% | +516.7% |
| Q3 2018 | $210,987 | – | 3,771 | – | 0.02% | – |
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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% |