SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 224 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,722 | +2.8% | 39,367 | +6.6% | 0.02% | 0.0% |
| Q2 2023 | $2,647 | +8.9% | 36,937 | +4.0% | 0.02% | -11.8% |
| Q1 2023 | $2,430 | -11.0% | 35,512 | -15.0% | 0.02% | -5.6% |
| Q4 2022 | $2,730 | -99.9% | 41,778 | +11.9% | 0.02% | +5.9% |
| Q3 2022 | $2,253,000 | -2.9% | 37,333 | -1.9% | 0.02% | -5.6% |
| Q2 2022 | $2,321,000 | -29.0% | 38,075 | -13.6% | 0.02% | -21.7% |
| Q1 2022 | $3,271,000 | -9.3% | 44,072 | -0.4% | 0.02% | -11.5% |
| Q4 2021 | $3,606,000 | +18.2% | 44,230 | +9.7% | 0.03% | +8.3% |
| Q3 2021 | $3,051,000 | +4.7% | 40,327 | +7.3% | 0.02% | 0.0% |
| Q2 2021 | $2,913,000 | +6.8% | 37,572 | +3.5% | 0.02% | -7.7% |
| Q1 2021 | $2,727,000 | +6.1% | 36,308 | -2.1% | 0.03% | -3.7% |
| Q4 2020 | $2,571,000 | +31.6% | 37,088 | +9.0% | 0.03% | +12.5% |
| Q3 2020 | $1,953,000 | +0.4% | 34,031 | -5.9% | 0.02% | -7.7% |
| Q2 2020 | $1,946,000 | +38.9% | 36,171 | +10.6% | 0.03% | +8.3% |
| Q1 2020 | $1,401,000 | -21.9% | 32,718 | +4.1% | 0.02% | -7.7% |
| Q4 2019 | $1,795,000 | +22.9% | 31,439 | +15.7% | 0.03% | +8.3% |
| Q3 2019 | $1,460,000 | -15.1% | 27,172 | -14.2% | 0.02% | -4.0% |
| Q2 2019 | $1,719,000 | +5.7% | 31,677 | +2.3% | 0.02% | 0.0% |
| Q1 2019 | $1,627,000 | +6.3% | 30,956 | -7.2% | 0.02% | -10.7% |
| Q4 2018 | $1,530,000 | -17.6% | 33,364 | +0.5% | 0.03% | -9.7% |
| Q3 2018 | $1,857,000 | -37.0% | 33,199 | -39.1% | 0.03% | -51.6% |
| Q2 2018 | $2,946,000 | +12.5% | 54,550 | +227.9% | 0.06% | +16.4% |
| Q1 2018 | $2,619,000 | +9.2% | 16,638 | +7.9% | 0.06% | +19.6% |
| Q4 2017 | $2,398,000 | +11.5% | 15,421 | +5.8% | 0.05% | +4.5% |
| Q3 2017 | $2,150,000 | +13.3% | 14,580 | +10.0% | 0.04% | +22.2% |
| Q2 2017 | $1,897,000 | – | 13,251 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAdam, LLC | 297,599 | $13,645,000 | 5.39% |
| FAS Wealth Partners, Inc. | 492,371 | $22,575,000 | 5.16% |
| Krilogy Financial LLC | 335,541 | $15,385,000 | 4.24% |
| Harborview Advisors, LLC | 78,818 | $3,614,000 | 4.23% |
| Avantax Planning Partners, Inc. | 1,015,325 | $46,553,000 | 3.51% |
| Pensionmark Financial Group, LLC | 151,165 | $7,793,000 | 3.50% |
| Centerpoint Advisors, LLC | 79,448 | $3,643,000 | 3.46% |
| WALLER FINANCIAL PLANNING GROUP, INC | 103,672 | $4,753,000 | 3.28% |
| ERn Financial, LLC | 65,851 | $3,019,000 | 2.71% |
| Total Wealth Planning, LLC | 82,458 | $3,781,000 | 2.62% |