SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 291 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $522,560 | -42.5% | 7,558 | -40.4% | 0.01% | -45.5% |
| Q2 2023 | $908,379 | -13.0% | 12,678 | -16.9% | 0.01% | -8.3% |
| Q1 2023 | $1,044,052 | +4.1% | 15,255 | -0.6% | 0.01% | -7.7% |
| Q4 2022 | $1,002,642 | +5.7% | 15,345 | -2.4% | 0.01% | -13.3% |
| Q3 2022 | $949,000 | -2.6% | 15,720 | -1.6% | 0.02% | -16.7% |
| Q2 2022 | $974,000 | -16.8% | 15,970 | +1.3% | 0.02% | +5.9% |
| Q1 2022 | $1,170,000 | -6.0% | 15,770 | +3.3% | 0.02% | 0.0% |
| Q4 2021 | $1,245,000 | +11.8% | 15,270 | +3.7% | 0.02% | +6.2% |
| Q3 2021 | $1,114,000 | +9.3% | 14,730 | +12.1% | 0.02% | +77.8% |
| Q2 2021 | $1,019,000 | -26.7% | 13,140 | -29.0% | 0.01% | -10.0% |
| Q1 2021 | $1,391,000 | +265.1% | 18,520 | +236.7% | 0.01% | +400.0% |
| Q4 2020 | $381,000 | +44.3% | 5,500 | +19.6% | 0.00% | +100.0% |
| Q3 2020 | $264,000 | -30.0% | 4,600 | -34.3% | 0.00% | -50.0% |
| Q2 2020 | $377,000 | +42.3% | 7,000 | +12.9% | 0.00% | +100.0% |
| Q1 2020 | $265,000 | -42.0% | 6,200 | -22.5% | 0.00% | -50.0% |
| Q4 2019 | $457,000 | -19.0% | 8,000 | -23.8% | 0.00% | 0.0% |
| Q3 2019 | $564,000 | +70.4% | 10,500 | +72.1% | 0.00% | +100.0% |
| Q2 2019 | $331,000 | +14.5% | 6,100 | +10.9% | 0.00% | 0.0% |
| Q1 2019 | $289,000 | +10.7% | 5,500 | -3.5% | 0.00% | 0.0% |
| Q4 2018 | $261,000 | -35.2% | 5,700 | -20.8% | 0.00% | 0.0% |
| Q3 2018 | $403,000 | +8.0% | 7,200 | +4.3% | 0.00% | 0.0% |
| Q2 2018 | $373,000 | – | 6,900 | – | 0.00% | – |
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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% |