SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 251 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,634 | -22.0% | 3,133 | -19.1% | 0.01% | -21.4% |
| Q2 2023 | $277,605 | +4.8% | 3,874 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $264,951 | +4.8% | 3,871 | +0.1% | 0.01% | -6.7% |
| Q4 2022 | $252,788 | +0.3% | 3,869 | -6.3% | 0.02% | -11.8% |
| Q3 2022 | $252,000 | 0.0% | 4,131 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $252,000 | -27.6% | 4,131 | -3.3% | 0.02% | -19.0% |
| Q4 2021 | $348,000 | -84.9% | 4,271 | -86.0% | 0.02% | -71.6% |
| Q3 2021 | $2,311,000 | -3.6% | 30,545 | -1.2% | 0.07% | -2.6% |
| Q2 2021 | $2,398,000 | -0.2% | 30,931 | -3.4% | 0.08% | -12.6% |
| Q1 2021 | $2,404,000 | – | 32,010 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 26,432 | $13,683,095,000 | 5.88% |
| Clarus Wealth Advisors | 130,082 | $10,200,000 | 5.87% |
| ETFIDEA, LLC | 123,422 | $10,062,596 | 4.04% |
| NorthRock Partners, LLC | 618,558 | $50,431,000 | 3.78% |
| FAS Wealth Partners, Inc. | 500,850 | $40,834,000 | 3.75% |
| Shakespeare Wealth Management, LLC | 118,424 | $9,655,000 | 3.45% |
| Total Wealth Planning, LLC | 87,567 | $4,602,000 | 2.84% |
| McAdam, LLC | 346,338 | $28,237,000 | 2.78% |
| KWB Wealth | 178,909 | $14,586,000 | 2.42% |
| Diligent Investors, LLC | 98,146 | $8,002,000 | 2.24% |