SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 293 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 | ||||
|---|---|---|---|---|---|---|
| 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/ | 62,824 | $14,411,000 | 8.28% |
| CABOT WEALTH MANAGEMENT INC | 12,251 | $1,269,000 | 0.38% |
| Courage Miller Partners, LLC | 2,909 | $301,000 | 0.25% |
| CONDOR CAPITAL MANAGEMENT | 5,762 | $597,000 | 0.20% |
| Freedom Investment Management, Inc. | 4,857 | $503,000 | 0.14% |
| B. Riley Wealth Advisors, Inc. | 2,330 | $241,000 | 0.08% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,411 | $146,000 | 0.07% |
| LPL Financial LLC | 92,202 | $9,665,000 | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 12,888 | $1,335,000 | 0.06% |
| ASPIRIANT, LLC | 2,589 | $268,000 | 0.05% |