SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 350 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,630,318 | +16.0% | 18,677 | +0.6% | 0.92% | +11.9% |
| Q4 2023 | $1,405,493 | +8.9% | 18,574 | -0.5% | 0.82% | -5.0% |
| Q3 2023 | $1,291,043 | -1.7% | 18,673 | +1.8% | 0.86% | +2.4% |
| Q2 2023 | $1,313,853 | +5.0% | 18,337 | +0.3% | 0.84% | -3.8% |
| Q1 2023 | $1,251,377 | +7.5% | 18,284 | +2.6% | 0.88% | -47.2% |
| Q4 2022 | $1,163,867 | +1.7% | 17,812 | -6.0% | 1.66% | +72.9% |
| Q3 2022 | $1,144,000 | +14.9% | 18,952 | +16.0% | 0.96% | +19.8% |
| Q2 2022 | $996,000 | +0.2% | 16,343 | +22.1% | 0.80% | +10.3% |
| Q1 2022 | $994,000 | -71.0% | 13,390 | -68.2% | 0.73% | -12.1% |
| Q4 2021 | $3,432,000 | – | 42,111 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 143,066 | $10,844,000 | 6.67% |
| CHARTIST INC /CA/ | 25,149 | $12,093,558,000 | 5.74% |
| Pensionmark Financial Group, LLC | 234,833 | $17,765,000 | 4.02% |
| NorthRock Partners, LLC | 603,007 | $46,427,000 | 3.80% |
| FAS Wealth Partners, Inc. | 514,027 | $38,886,000 | 3.64% |
| Shakespeare Wealth Management, LLC | 113,331 | $8,670,000 | 3.33% |
| McAdam, LLC | 354,078 | $26,786,000 | 2.98% |
| Harborview Advisors, LLC | 58,019 | $4,389,000 | 2.46% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 163,392 | $12,361,000 | 2.43% |
| KWB Wealth | 175,745 | $13,295,000 | 2.36% |