SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 358 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $597 | -3.6% | 7,101 | +0.1% | 0.08% | -6.8% |
| Q1 2024 | $619 | +15.5% | 7,094 | +0.1% | 0.09% | +12.8% |
| Q4 2023 | $536 | +9.6% | 7,089 | +0.2% | 0.08% | +1.3% |
| Q3 2023 | $489 | -21.3% | 7,078 | -18.4% | 0.08% | -17.2% |
| Q2 2023 | $621 | +16.1% | 8,673 | +10.9% | 0.09% | +10.7% |
| Q1 2023 | $535 | +2.1% | 7,822 | -2.4% | 0.08% | -3.4% |
| Q4 2022 | $524 | -99.9% | 8,013 | -5.3% | 0.09% | -9.4% |
| Q3 2022 | $511,000 | -0.8% | 8,460 | +0.1% | 0.10% | +3.2% |
| Q2 2022 | $515,000 | -17.7% | 8,449 | +0.1% | 0.09% | -17.0% |
| Q1 2022 | $626,000 | -8.9% | 8,437 | +0.1% | 0.11% | -14.5% |
| Q4 2021 | $687,000 | -3.9% | 8,430 | -10.9% | 0.13% | -12.7% |
| Q3 2021 | $715,000 | -2.3% | 9,456 | +0.2% | 0.15% | -5.1% |
| Q2 2021 | $732,000 | +3.4% | 9,438 | +0.1% | 0.16% | -5.4% |
| Q1 2021 | $708,000 | -0.4% | 9,432 | -8.0% | 0.17% | -4.0% |
| Q4 2020 | $711,000 | +20.3% | 10,250 | -0.4% | 0.17% | +10.8% |
| Q3 2020 | $591,000 | -2.2% | 10,290 | -8.3% | 0.16% | -9.8% |
| Q2 2020 | $604,000 | +12.9% | 11,223 | -10.2% | 0.17% | +3.6% |
| Q1 2020 | $535,000 | -32.9% | 12,495 | -10.5% | 0.17% | -16.4% |
| Q4 2019 | $797,000 | +6.0% | 13,966 | -0.2% | 0.20% | +3.6% |
| Q3 2019 | $752,000 | -8.7% | 13,997 | -7.8% | 0.19% | -11.4% |
| Q2 2019 | $824,000 | -0.2% | 15,174 | -3.4% | 0.22% | +9.0% |
| Q1 2019 | $826,000 | +14.7% | 15,714 | +0.1% | 0.20% | 0.0% |
| Q4 2018 | $720,000 | – | 15,699 | – | 0.20% | – |
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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% |