SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 259 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,149,100 | -9.5% | 13,670 | -6.0% | 1.04% | -4.4% |
| Q1 2024 | $1,269,197 | +14.1% | 14,540 | -1.1% | 1.09% | +6.1% |
| Q4 2023 | $1,112,805 | +10.1% | 14,706 | +0.6% | 1.02% | -3.8% |
| Q3 2023 | $1,010,758 | -3.5% | 14,619 | +0.0% | 1.07% | +3.1% |
| Q2 2023 | $1,047,380 | +3.3% | 14,618 | -1.3% | 1.03% | -1.5% |
| Q1 2023 | $1,014,007 | +4.4% | 14,816 | -0.3% | 1.05% | +0.3% |
| Q4 2022 | $971,081 | +8.7% | 14,862 | +0.3% | 1.05% | -70.2% |
| Q3 2022 | $893,000 | -0.9% | 14,815 | +0.2% | 3.51% | +247.0% |
| Q2 2022 | $901,000 | -16.7% | 14,782 | +1.2% | 1.01% | +2.6% |
| Q1 2022 | $1,082,000 | -7.1% | 14,608 | +2.3% | 0.98% | +0.1% |
| Q4 2021 | $1,165,000 | – | 14,285 | – | 0.98% | – |
Download | ||||||
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% |