SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 79 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,817 | -3.3% | 1,458 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $104,280 | +4.9% | 1,455 | +0.2% | 0.01% | -7.7% |
| Q1 2023 | $99,404 | -28.0% | 1,452 | -31.2% | 0.01% | -35.0% |
| Q4 2022 | $138,005 | -25.0% | 2,112 | -30.7% | 0.02% | -33.3% |
| Q3 2022 | $184,000 | -23.7% | 3,049 | -22.8% | 0.03% | -25.0% |
| Q2 2022 | $241,000 | -54.8% | 3,949 | -45.0% | 0.04% | -50.6% |
| Q1 2022 | $533,000 | -18.8% | 7,182 | -10.7% | 0.08% | -18.2% |
| Q4 2021 | $656,000 | +7.0% | 8,043 | -0.8% | 0.10% | -2.0% |
| Q3 2021 | $613,000 | -15.4% | 8,108 | -13.3% | 0.10% | -19.8% |
| Q2 2021 | $725,000 | +2.1% | 9,352 | -1.1% | 0.13% | -9.4% |
| Q1 2021 | $710,000 | -7.1% | 9,454 | -14.2% | 0.14% | -14.7% |
| Q4 2020 | $764,000 | -29.0% | 11,024 | -41.2% | 0.16% | -38.7% |
| Q3 2020 | $1,076,000 | +1.3% | 18,742 | -5.0% | 0.27% | -17.4% |
| Q2 2020 | $1,062,000 | +12.1% | 19,735 | -10.8% | 0.32% | -33.9% |
| Q1 2020 | $947,000 | -84.3% | 22,125 | -79.0% | 0.49% | -81.9% |
| Q4 2019 | $6,022,000 | +6.8% | 105,141 | -2.8% | 2.69% | -11.3% |
| Q3 2019 | $5,639,000 | -35.8% | 108,128 | -32.9% | 3.04% | -36.3% |
| Q2 2019 | $8,788,000 | +7.5% | 161,122 | +3.6% | 4.77% | -2.6% |
| Q1 2019 | $8,173,000 | +10797.3% | 155,520 | +9359.9% | 4.90% | +8966.7% |
| Q4 2018 | $75,000 | -1.3% | 1,644 | +20.4% | 0.05% | +22.7% |
| Q3 2018 | $76,000 | +4.1% | 1,365 | +0.3% | 0.04% | +2.3% |
| Q2 2018 | $73,000 | -13.1% | 1,361 | +156.3% | 0.04% | -20.4% |
| Q1 2018 | $84,000 | -18.4% | 531 | -19.9% | 0.05% | -22.9% |
| Q4 2017 | $103,000 | +7.3% | 663 | +1.5% | 0.07% | +27.3% |
| Q3 2017 | $96,000 | -3.0% | 653 | -5.5% | 0.06% | -12.7% |
| Q2 2017 | $99,000 | +3.1% | 691 | +0.1% | 0.06% | -8.7% |
| Q1 2017 | $96,000 | +860.0% | 690 | +807.9% | 0.07% | +762.5% |
| Q4 2016 | $10,000 | – | 76 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CHARTIST INC /CA/ | 75,652 | $26,130,201,000 | 21.94% |
| Centerpoint Advisors, LLC | 155,512 | $8,172,000 | 6.94% |
| McAdam, LLC | 318,538 | $16,739,000 | 5.56% |
| FAS Wealth Partners, Inc. | 513,008 | $26,959,000 | 5.26% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 155,520 | $8,173,000 | 4.90% |
| Clarus Wealth Advisors | 109,456 | $5,752,000 | 4.30% |
| Avantax Planning Partners, Inc. | 1,109,945 | $58,328,000 | 4.05% |
| Pensionmark Financial Group, LLC | 159,416 | $8,377,000 | 3.81% |
| Krilogy Financial LLC | 334,795 | $17,593,000 | 3.72% |
| Harborview Advisors, LLC | 79,167 | $4,160,000 | 3.60% |