SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 265 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,475,181 | -3.5% | 122,580 | 0.0% | 3.60% | +0.3% |
| Q2 2023 | $8,782,857 | +4.8% | 122,580 | +0.1% | 3.59% | -1.9% |
| Q1 2023 | $8,379,725 | +4.7% | 122,439 | -0.1% | 3.66% | -1.2% |
| Q4 2022 | $8,005,522 | +7.9% | 122,521 | -0.3% | 3.70% | -3.2% |
| Q3 2022 | $7,417,015 | +0.1% | 122,900 | +1.2% | 3.82% | +3.4% |
| Q2 2022 | $7,406,213 | -24.9% | 121,493 | -8.5% | 3.70% | -13.0% |
| Q1 2022 | $9,855,607 | -2.1% | 132,807 | +7.6% | 4.25% | +5.1% |
| Q4 2021 | $10,062,596 | – | 123,422 | – | 4.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |