SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $49,034 | +9.4% | 648 | 0.0% | 0.03% | -3.0% |
| Q3 2023 | $44,803 | -3.5% | 648 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $46,429 | +4.7% | 648 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $44,349 | +105492.9% | 648 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $42 | -99.9% | 648 | 0.0% | 0.03% | -5.6% |
| Q3 2022 | $39,000 | -17.0% | 648 | 0.0% | 0.04% | -5.3% |
| Q2 2022 | $47,000 | – | 648 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |