SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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/ | 68,370 | $25,664,731,000 | 15.66% |
| Centerpoint Advisors, LLC | 151,844 | $8,669,000 | 6.38% |
| McAdam, LLC | 385,675 | $22,018,000 | 5.32% |
| FAS Wealth Partners, Inc. | 533,182 | $30,439,000 | 5.12% |
| Pensionmark Financial Group, LLC | 160,358 | $9,155,000 | 3.57% |
| Harborview Advisors, LLC | 78,601 | $4,487,000 | 3.44% |
| WALLER FINANCIAL PLANNING GROUP, INC | 118,424 | $6,761,000 | 3.39% |
| Krilogy Financial LLC | 356,126 | $20,331,000 | 3.34% |
| Total Wealth Planning, LLC | 96,990 | $5,537,000 | 2.95% |
| Financial Strategies Group, Inc. | 59,487 | $3,396,000 | 2.74% |