SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 245 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $957,000 | -16.9% | 12,901 | -8.6% | 0.28% | -7.5% |
| Q4 2021 | $1,151,000 | +7.6% | 14,120 | -0.2% | 0.31% | +31.2% |
| Q3 2021 | $1,070,000 | -3.6% | 14,147 | -0.5% | 0.23% | +10.9% |
| Q2 2021 | $1,110,000 | +0.5% | 14,219 | -3.3% | 0.21% | -1.9% |
| Q1 2021 | $1,105,000 | +10.0% | 14,708 | +1.5% | 0.22% | +20.1% |
| Q4 2020 | $1,005,000 | +21.4% | 14,491 | +0.4% | 0.18% | +5.3% |
| Q3 2020 | $828,000 | +5.6% | 14,433 | -1.0% | 0.17% | -0.6% |
| Q2 2020 | $784,000 | +24.6% | 14,575 | -0.8% | 0.17% | +9.6% |
| Q1 2020 | $629,000 | -29.3% | 14,693 | -5.7% | 0.16% | -12.8% |
| Q4 2019 | $890,000 | +5.8% | 15,586 | -0.4% | 0.18% | -4.3% |
| Q3 2019 | $841,000 | +1301.7% | 15,655 | +4165.7% | 0.19% | +1146.7% |
| Q4 2017 | $60,000 | – | 367 | – | 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% |