SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 299 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $605,232 | -3.3% | 7,200 | +0.4% | 0.24% | -5.8% |
| Q1 2024 | $625,869 | +15.4% | 7,170 | 0.0% | 0.26% | 0.0% |
| Q4 2023 | $542,554 | +9.4% | 7,170 | 0.0% | 0.26% | -7.2% |
| Q3 2023 | $495,734 | +22.0% | 7,170 | +26.5% | 0.28% | +28.0% |
| Q2 2023 | $406,256 | -17.2% | 5,670 | -20.9% | 0.22% | -19.6% |
| Q1 2023 | $490,715 | +4.7% | 7,170 | 0.0% | 0.27% | +1.9% |
| Q4 2022 | $468,488 | +5.8% | 7,170 | -2.4% | 0.27% | -6.3% |
| Q3 2022 | $443,000 | -0.7% | 7,350 | +0.3% | 0.28% | +4.4% |
| Q2 2022 | $446,000 | -17.9% | 7,325 | +0.1% | 0.27% | -6.8% |
| Q1 2022 | $543,000 | -8.6% | 7,319 | +0.4% | 0.29% | +3.9% |
| Q4 2021 | $594,000 | – | 7,290 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |