SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 10 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,784,987 | -39.2% | 25,817 | -37.0% | 0.03% | -38.1% |
| Q2 2023 | $2,936,575 | +5.3% | 40,985 | +0.6% | 0.04% | -6.7% |
| Q1 2023 | $2,787,903 | +18.5% | 40,735 | +13.1% | 0.04% | +9.8% |
| Q4 2022 | $2,352,371 | +92.7% | 36,002 | +78.0% | 0.04% | +70.8% |
| Q3 2022 | $1,221,000 | -1.6% | 20,227 | -0.6% | 0.02% | 0.0% |
| Q2 2022 | $1,241,000 | -10.3% | 20,359 | +9.2% | 0.02% | +4.3% |
| Q1 2022 | $1,384,000 | -10.6% | 18,648 | -1.8% | 0.02% | -4.2% |
| Q4 2021 | $1,548,000 | -8.6% | 18,981 | -15.3% | 0.02% | -17.2% |
| Q3 2021 | $1,694,000 | +0.2% | 22,399 | +2.7% | 0.03% | 0.0% |
| Q2 2021 | $1,690,000 | +0.1% | 21,805 | -3.1% | 0.03% | -19.4% |
| Q1 2021 | $1,689,000 | +11.0% | 22,493 | +2.5% | 0.04% | +2.9% |
| Q4 2020 | $1,521,000 | +14.8% | 21,937 | -5.0% | 0.04% | +2.9% |
| Q3 2020 | $1,325,000 | -5.0% | 23,089 | -11.0% | 0.03% | -15.0% |
| Q2 2020 | $1,395,000 | -0.2% | 25,931 | -20.6% | 0.04% | -20.0% |
| Q1 2020 | $1,398,000 | -29.6% | 32,639 | -6.2% | 0.05% | -13.8% |
| Q4 2019 | $1,987,000 | – | 34,808 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foresight Wealth Management, LLC | 5,805 | $379,310 | 5.43% |
| Parcion Private Wealth LLC | 549,334 | $35,893,476 | 3.89% |
| ETFIDEA, LLC | 122,521 | $8,005,522 | 3.70% |
| Shakespeare Wealth Management, LLC | 146,363 | $9,563,339 | 3.51% |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 45,136 | $2,949 | 3.39% |
| FIRST NATIONAL TRUST CO | 975,455 | $63,736,229 | 3.37% |
| NorthRock Partners, LLC | 442,465 | $28,910,649 | 3.29% |
| FAS Wealth Partners, Inc. | 429,001 | $28,030,906 | 3.18% |
| McAdam, LLC | 346,338 | $28,237 | 2.78% |
| DENVER WEALTH MANAGEMENT, INC. | 55,054 | $3,597,000 | 2.69% |