SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 269 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,655,394 | -4.5% | 19,693 | -0.8% | 1.56% | -6.8% |
| Q1 2024 | $1,732,881 | -8.8% | 19,852 | -27.7% | 1.68% | +8.3% |
| Q4 2023 | $1,899,255 | 0.0% | 27,470 | 0.0% | 1.55% | -16.3% |
| Q3 2023 | $1,899,255 | +26.0% | 27,470 | +30.6% | 1.85% | +11.6% |
| Q2 2023 | $1,507,014 | -25.6% | 21,033 | -29.0% | 1.66% | -14.4% |
| Q1 2023 | $2,026,125 | +5.1% | 29,604 | +0.4% | 1.94% | -2.0% |
| Q4 2022 | $1,927,520 | +12.8% | 29,500 | +4.1% | 1.98% | -0.8% |
| Q3 2022 | $1,709,000 | -3.3% | 28,326 | -2.4% | 1.99% | +3.9% |
| Q2 2022 | $1,768,000 | -9.4% | 29,008 | +10.3% | 1.92% | +0.2% |
| Q1 2022 | $1,951,000 | -0.5% | 26,295 | +9.3% | 1.91% | +2.4% |
| Q4 2021 | $1,961,000 | – | 24,047 | – | 1.87% | – |
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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% |