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 | $221,512 | -2.6% | 3,204 | +0.9% | 0.00% | – |
| Q2 2023 | $227,451 | +4.7% | 3,174 | 0.0% | 0.00% | – |
| Q1 2023 | $217,235 | -10.7% | 3,174 | -14.8% | 0.00% | – |
| Q4 2022 | $243,378 | +1.4% | 3,725 | -6.3% | 0.00% | – |
| Q3 2022 | $240,000 | +5.7% | 3,976 | +6.7% | 0.00% | – |
| Q2 2022 | $227,000 | -18.1% | 3,725 | 0.0% | 0.00% | – |
| Q1 2022 | $277,000 | -9.2% | 3,725 | -0.2% | 0.00% | – |
| Q4 2021 | $305,000 | +4.5% | 3,731 | -3.2% | 0.00% | – |
| Q3 2021 | $292,000 | -1.7% | 3,854 | +0.9% | 0.00% | – |
| Q2 2021 | $297,000 | -43.9% | 3,820 | -45.7% | 0.00% | -100.0% |
| Q1 2021 | $529,000 | +65.8% | 7,035 | +52.8% | 0.00% | – |
| Q4 2020 | $319,000 | -23.9% | 4,605 | -36.9% | 0.00% | -100.0% |
| Q3 2020 | $419,000 | +3.5% | 7,296 | -2.9% | 0.00% | 0.0% |
| Q2 2020 | $405,000 | +66.0% | 7,516 | +32.5% | 0.00% | – |
| Q1 2020 | $244,000 | -25.2% | 5,671 | -1.0% | 0.00% | – |
| Q4 2019 | $326,000 | +5.8% | 5,726 | +0.0% | 0.00% | – |
| Q3 2019 | $308,000 | +136.9% | 5,725 | +140.0% | 0.00% | – |
| Q2 2019 | $130,000 | +75.7% | 2,385 | +68.9% | 0.00% | – |
| Q1 2019 | $74,000 | +37.0% | 1,412 | +21.8% | 0.00% | – |
| Q4 2018 | $54,000 | -43.8% | 1,159 | -32.1% | 0.00% | – |
| Q3 2018 | $96,000 | -38.5% | 1,707 | -40.9% | 0.00% | – |
| Q2 2018 | $156,000 | -33.9% | 2,886 | +93.0% | 0.00% | – |
| Q1 2018 | $236,000 | +30.4% | 1,495 | +28.7% | 0.00% | – |
| Q4 2017 | $181,000 | +5.8% | 1,162 | 0.0% | 0.00% | – |
| Q3 2017 | $171,000 | +2.4% | 1,162 | 0.0% | 0.00% | – |
| Q2 2017 | $167,000 | +475.9% | 1,162 | +458.7% | 0.00% | – |
| Q1 2017 | $29,000 | -12.1% | 208 | -16.5% | 0.00% | – |
| Q4 2016 | $33,000 | +26.9% | 249 | +19.7% | 0.00% | – |
| Q3 2016 | $26,000 | 0.0% | 208 | 0.0% | 0.00% | – |
| Q2 2016 | $26,000 | +8.3% | 208 | 0.0% | 0.00% | – |
| Q1 2016 | $24,000 | -4.0% | 208 | -2.8% | 0.00% | – |
| Q4 2015 | $25,000 | +4.2% | 214 | +2.9% | 0.00% | – |
| Q3 2015 | $24,000 | +380.0% | 208 | +420.0% | 0.00% | – |
| Q2 2015 | $5,000 | -89.4% | 40 | -89.3% | 0.00% | – |
| Q1 2015 | $47,000 | – | 375 | – | 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% |