SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 296 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,255 | -4.6% | 669 | -1.2% | 0.00% | – |
| Q2 2023 | $48,507 | +4.7% | 677 | 0.0% | 0.00% | – |
| Q1 2023 | $46,334 | +56.2% | 677 | +49.1% | 0.00% | – |
| Q4 2022 | $29,664 | +9.9% | 454 | 0.0% | 0.00% | – |
| Q3 2022 | $27,000 | -3.6% | 454 | 0.0% | 0.00% | – |
| Q2 2022 | $28,000 | -17.6% | 454 | 0.0% | 0.00% | – |
| Q1 2022 | $34,000 | -8.1% | 454 | 0.0% | 0.00% | – |
| Q4 2021 | $37,000 | +8.8% | 454 | 0.0% | 0.00% | – |
| Q3 2021 | $34,000 | -27.7% | 454 | -25.2% | 0.00% | – |
| Q2 2021 | $47,000 | 0.0% | 607 | -4.6% | 0.00% | – |
| Q1 2021 | $47,000 | -89.1% | 636 | -89.8% | 0.00% | -100.0% |
| Q4 2020 | $433,000 | +1102.8% | 6,235 | +902.4% | 0.00% | – |
| Q3 2020 | $36,000 | -95.3% | 622 | -95.6% | 0.00% | -100.0% |
| Q2 2020 | $760,000 | +3066.7% | 14,132 | +2432.6% | 0.00% | – |
| Q1 2020 | $24,000 | -29.4% | 558 | -7.9% | 0.00% | – |
| Q4 2019 | $34,000 | +6.2% | 606 | 0.0% | 0.00% | – |
| Q3 2019 | $32,000 | -3.0% | 606 | 0.0% | 0.00% | – |
| Q2 2019 | $33,000 | -13.2% | 606 | -16.2% | 0.00% | – |
| Q1 2019 | $38,000 | +15.2% | 723 | 0.0% | 0.00% | – |
| Q4 2018 | $33,000 | -19.5% | 723 | 0.0% | 0.00% | – |
| Q3 2018 | $41,000 | +20.6% | 723 | +16.4% | 0.00% | – |
| Q2 2018 | $34,000 | 0.0% | 621 | +188.8% | 0.00% | – |
| Q1 2018 | $34,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q4 2017 | $34,000 | – | 215 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 70,310 | $32,106,353 | 19.04% |
| SFG Wealth Management, LLC. | 86,272 | $5,964,869 | 4.74% |
| Parcion Private Wealth LLC | 588,843 | $40,712,619 | 4.22% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 153,608 | $10,620,461 | 3.72% |
| ETFIDEA, LLC | 122,580 | $8,475,181 | 3.60% |
| FIRST NATIONAL TRUST CO | 1,039,418 | $71,865,359 | 3.43% |
| NorthRock Partners, LLC | 427,890 | $29,584,311 | 3.09% |
| FAS Wealth Partners, Inc. | 415,831 | $28,750,574 | 3.07% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 919,901 | $63,602 | 2.44% |
| Diligent Investors, LLC | 92,253 | $6,378,390 | 1.95% |