SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 299 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $560,181 | +18.8% | 6,664 | +23.4% | 0.00% | – |
| Q1 2024 | $471,341 | +63.8% | 5,400 | +42.0% | 0.00% | – |
| Q4 2023 | $287,788 | +20.5% | 3,803 | +10.1% | 0.00% | – |
| Q3 2023 | $238,890 | +52.2% | 3,455 | +57.7% | 0.00% | – |
| Q2 2023 | $156,997 | -41.4% | 2,191 | -44.0% | 0.00% | – |
| Q1 2023 | $267,896 | +132.8% | 3,914 | +122.3% | 0.00% | – |
| Q4 2022 | $115,074 | -30.7% | 1,761 | -35.6% | 0.00% | – |
| Q3 2022 | $166,000 | +64.4% | 2,736 | +64.9% | 0.00% | – |
| Q2 2022 | $101,000 | -29.9% | 1,659 | -14.2% | 0.00% | – |
| Q1 2022 | $144,000 | -4.0% | 1,934 | +5.5% | 0.00% | – |
| Q4 2021 | $150,000 | -27.5% | 1,834 | -32.9% | 0.00% | – |
| Q3 2021 | $207,000 | -5.5% | 2,734 | -3.1% | 0.00% | – |
| Q2 2021 | $219,000 | -3.9% | 2,822 | -7.0% | 0.00% | – |
| Q1 2021 | $228,000 | +16.3% | 3,035 | +7.4% | 0.00% | – |
| Q4 2020 | $196,000 | +15.3% | 2,827 | -4.8% | 0.00% | – |
| Q3 2020 | $170,000 | +17.2% | 2,971 | +10.5% | 0.00% | – |
| Q2 2020 | $145,000 | +29.5% | 2,688 | +2.8% | 0.00% | – |
| Q1 2020 | $112,000 | -8.9% | 2,614 | +21.4% | 0.00% | – |
| Q4 2019 | $123,000 | +7.9% | 2,154 | +1.4% | 0.00% | – |
| Q3 2019 | $114,000 | -2.6% | 2,124 | -1.6% | 0.00% | – |
| Q2 2019 | $117,000 | -1.7% | 2,158 | -4.8% | 0.00% | – |
| Q1 2019 | $119,000 | -17.4% | 2,266 | -27.7% | 0.00% | – |
| Q4 2018 | $144,000 | +22.0% | 3,133 | +48.6% | 0.00% | – |
| Q3 2018 | $118,000 | – | 2,108 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 112,000 | $38,686,022,000 | 17.12% |
| FAS Wealth Partners, Inc. | 163,700 | $25,452,000 | 6.68% |
| KAYS FINANCIAL ADVISORY CORP /ADV | 110,092 | $17,118,000 | 5.00% |
| Chessman Wealth Strategies RIA | 31,990 | $4,974,000 | 4.97% |
| McAdam, LLC | 46,151 | $6,805,000 | 4.81% |
| Avantax Planning Partners, Inc. | 309,577 | $48,133,000 | 4.41% |
| Harborview Advisors, LLC | 28,334 | $4,405,000 | 4.21% |
| Shakespeare Wealth Management, LLC | 26,806 | $4,168,000 | 3.93% |
| MFA WEALTH ADVISORS, LLC | 34,635 | $5,637,000 | 3.83% |
| Krilogy Financial LLC | 99,060 | $15,402,000 | 3.72% |