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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,617,000 | +2.1% | 154,751 | -5.3% | 2.17% | -10.7% |
| Q3 2021 | $12,361,000 | -0.7% | 163,392 | +1.7% | 2.43% | -2.1% |
| Q2 2021 | $12,452,000 | +2.6% | 160,634 | -0.5% | 2.48% | -4.6% |
| Q1 2021 | $12,131,000 | +12.6% | 161,503 | +3.9% | 2.60% | +3.3% |
| Q4 2020 | $10,775,000 | +20.2% | 155,420 | -0.5% | 2.52% | +1.5% |
| Q3 2020 | $8,967,000 | +8.5% | 156,244 | +1.7% | 2.48% | -0.0% |
| Q2 2020 | $8,265,000 | +38.8% | 153,646 | +10.5% | 2.48% | +21.4% |
| Q1 2020 | $5,955,000 | +64.4% | 139,067 | +119.2% | 2.04% | +136.3% |
| Q4 2019 | $3,622,000 | +70.1% | 63,439 | +60.1% | 0.86% | +64.8% |
| Q3 2019 | $2,129,000 | – | 39,626 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarus Wealth Advisors | 129,053 | $9,453,000 | 6.28% |
| CHARTIST INC /CA/ | 26,090 | $10,955,766,000 | 5.72% |
| McAdam, LLC | 393,635 | $28,834,000 | 4.41% |
| FAS Wealth Partners, Inc. | 464,415 | $32,198,000 | 3.66% |
| NorthRock Partners, LLC | 523,640 | $36,304,000 | 3.58% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 113,757 | $7,887,000 | 3.44% |
| Harborview Advisors, LLC | 56,200 | $3,896,000 | 2.61% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 155,420 | $10,775,000 | 2.52% |
| Pinkerton Retirement Specialists, LLC | 140,201 | $9,720,000 | 2.33% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 162,813 | $11,288,000 | 2.28% |