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 | $708,646 | -2.8% | 10,249 | +0.7% | 0.00% | – |
| Q2 2023 | $729,110 | -4.1% | 10,176 | -8.4% | 0.00% | – |
| Q1 2023 | $760,475 | +66491.5% | 11,115 | -36.4% | 0.00% | – |
| Q4 2022 | $1,142 | -99.5% | 17,477 | +328.4% | 0.00% | – |
| Q3 2022 | $246,000 | -3.1% | 4,080 | -2.0% | 0.00% | – |
| Q2 2022 | $254,000 | -21.8% | 4,165 | -5.0% | 0.00% | – |
| Q1 2022 | $325,000 | -11.4% | 4,385 | -2.5% | 0.00% | – |
| Q4 2021 | $367,000 | +13.6% | 4,496 | +5.3% | 0.00% | – |
| Q3 2021 | $323,000 | +4.9% | 4,271 | +7.6% | 0.00% | – |
| Q2 2021 | $308,000 | +2.7% | 3,970 | -0.5% | 0.00% | – |
| Q1 2021 | $300,000 | +9.1% | 3,990 | +0.5% | 0.00% | – |
| Q4 2020 | $275,000 | +5.4% | 3,970 | -13.1% | 0.00% | – |
| Q3 2020 | $261,000 | +58.2% | 4,570 | +48.9% | 0.00% | – |
| Q2 2020 | $165,000 | +20.4% | 3,070 | -4.0% | 0.00% | – |
| Q1 2020 | $137,000 | -18.0% | 3,197 | +9.2% | 0.00% | – |
| Q4 2019 | $167,000 | +2285.7% | 2,927 | +2204.7% | 0.00% | – |
| Q3 2019 | $7,000 | 0.0% | 127 | 0.0% | 0.00% | – |
| Q2 2019 | $7,000 | -50.0% | 127 | -53.0% | 0.00% | – |
| Q1 2019 | $14,000 | +16.7% | 270 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -20.0% | 270 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | 0.0% | 270 | 0.0% | 0.00% | – |
| Q2 2018 | $15,000 | -99.9% | 270 | -99.7% | 0.00% | -100.0% |
| Q1 2018 | $15,757,000 | +112450.0% | 100,090 | +111111.1% | 0.00% | – |
| Q4 2017 | $14,000 | +7.7% | 90 | 0.0% | 0.00% | – |
| Q3 2017 | $13,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2017 | $13,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q1 2017 | $13,000 | +8.3% | 90 | 0.0% | 0.00% | – |
| Q4 2016 | $12,000 | +9.1% | 90 | 0.0% | 0.00% | – |
| Q3 2016 | $11,000 | +22.2% | 90 | +28.6% | 0.00% | – |
| Q2 2016 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | – |
| Q1 2016 | $8,000 | – | 70 | – | 0.00% | – |
Download | ||||||
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% |