SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 262 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $619,978 | -6.3% | 8,967 | -2.9% | 0.05% | -4.0% |
| Q2 2023 | $661,401 | +4.7% | 9,231 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $631,769 | +5.7% | 9,231 | +0.9% | 0.05% | +2.1% |
| Q4 2022 | $597,926 | +7.9% | 9,151 | -0.2% | 0.05% | -9.4% |
| Q3 2022 | $554,000 | -0.4% | 9,173 | +0.6% | 0.05% | +12.8% |
| Q2 2022 | $556,000 | -17.0% | 9,120 | +1.0% | 0.05% | -4.1% |
| Q1 2022 | $670,000 | -10.2% | 9,028 | -1.3% | 0.05% | +16.7% |
| Q4 2021 | $746,000 | +2.9% | 9,151 | -4.5% | 0.04% | -4.5% |
| Q3 2021 | $725,000 | -1.6% | 9,581 | +0.7% | 0.04% | -4.3% |
| Q2 2021 | $737,000 | +3.8% | 9,510 | +0.6% | 0.05% | -8.0% |
| Q1 2021 | $710,000 | -0.4% | 9,452 | -8.0% | 0.05% | -7.4% |
| Q4 2020 | $713,000 | +36.9% | 10,279 | +13.3% | 0.05% | +20.0% |
| Q3 2020 | $521,000 | -10.2% | 9,071 | -15.9% | 0.04% | -19.6% |
| Q2 2020 | $580,000 | +55.9% | 10,783 | +24.2% | 0.06% | +36.6% |
| Q1 2020 | $372,000 | -23.6% | 8,680 | +1.8% | 0.04% | -14.6% |
| Q4 2019 | $487,000 | +198.8% | 8,526 | +181.1% | 0.05% | +17.1% |
| Q3 2019 | $163,000 | -75.8% | 3,033 | -75.6% | 0.04% | -39.7% |
| Q2 2019 | $674,000 | +3.1% | 12,413 | -0.3% | 0.07% | +1.5% |
| Q1 2019 | $654,000 | +8.3% | 12,450 | -5.5% | 0.07% | -6.9% |
| Q4 2018 | $604,000 | +586.4% | 13,177 | +736.6% | 0.07% | +188.0% |
| Q3 2018 | $88,000 | – | 1,575 | – | 0.02% | – |
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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% |