SPDR SER TR's ticker is MDYG and the CUSIP is 78464A821. A total of 255 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,374 | -29.2% | 3,332 | -26.6% | 0.01% | -22.2% |
| Q2 2023 | $325,315 | +4.7% | 4,540 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $310,701 | -36.6% | 4,540 | -30.5% | 0.01% | -92.6% |
| Q1 2021 | $490,000 | -97.1% | 6,530 | -97.3% | 0.11% | -57.0% |
| Q4 2020 | $16,917,000 | +64.3% | 244,007 | +36.0% | 0.25% | +32.8% |
| Q3 2020 | $10,297,000 | +1.7% | 179,416 | -4.7% | 0.19% | -5.5% |
| Q2 2020 | $10,125,000 | +124.7% | 188,239 | +78.9% | 0.20% | +43.9% |
| Q1 2020 | $4,506,000 | +113.3% | 105,216 | +184.2% | 0.14% | +117.2% |
| Q4 2019 | $2,113,000 | -57.8% | 37,017 | -60.3% | 0.06% | -68.6% |
| Q3 2019 | $5,005,000 | +26.0% | 93,168 | +27.3% | 0.20% | +20.0% |
| Q2 2019 | $3,973,000 | +10.4% | 73,192 | +6.9% | 0.17% | -20.9% |
| Q1 2019 | $3,598,000 | – | 68,464 | – | 0.22% | – |
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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% |